Wealthspire Advisors (New York)’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
16,634
-64
| -0.4% | -$49.9K | 0.07% | 96 |
|
|
2025
Q1 | $13.8M | Buy |
16,698
+7,989
| +92% | +$6.6M | 0.08% | 96 |
|
|
2024
Q4 | $6.72M | Buy |
8,709
+1,672
| +24% | +$1.29M | 0.07% | 129 |
|
|
2024
Q3 | $6.23M | Buy |
7,037
+1,325
| +23% | +$1.17M | 0.06% | 132 |
|
|
2024
Q2 | $5.17M | Sell |
5,712
-287
| -5% | -$260K | 0.07% | 113 |
|
|
2024
Q1 | $4.67M | Sell |
5,999
-405
| -6% | -$315K | 0.06% | 115 |
|
|
2023
Q4 | $3.73M | Buy |
6,404
+451
| +8% | +$263K | 0.05% | 130 |
|
|
2023
Q3 | $3.2M | Buy |
5,953
+2,319
| +64% | +$1.25M | 0.05% | 130 |
|
|
2023
Q2 | $1.7M | Sell |
3,634
-104
| -3% | -$48.8K | 0.03% | 168 |
|
|
2023
Q1 | $1.28M | Sell |
3,738
-2,041
| -35% | -$701K | 0.02% | 208 |
|
|
2022
Q4 | $2.11M | Buy |
5,779
+1,808
| +46% | +$661K | 0.04% | 149 |
|
|
2022
Q3 | $1.28M | Buy |
3,971
+1,276
| +47% | +$413K | 0.03% | 190 |
|
|
2022
Q2 | $874K | Buy |
2,695
+663
| +33% | +$215K | 0.02% | 228 |
|
|
2022
Q1 | $582K | Sell |
2,032
-3,594
| -64% | -$1.03M | 0.01% | 251 |
|
|
2021
Q4 | $1.55M | Sell |
5,626
-825
| -13% | -$228K | 0.03% | 172 |
|
|
2021
Q3 | $1.49M | Buy |
6,451
+3,981
| +161% | +$919K | 0.03% | 200 |
|
|
2021
Q2 | $567K | Sell |
2,470
-9,528
| -79% | -$2.19M | 0.01% | 211 |
|
|
2021
Q1 | $2.24M | Buy |
11,998
+2,746
| +30% | +$513K | 0.05% | 165 |
|
|
2020
Q4 | $1.56M | Buy |
9,252
+2,499
| +37% | +$422K | 0.05% | 158 |
|
|
2020
Q3 | $1M | Buy |
6,753
+1,821
| +37% | +$270K | 0.06% | 124 |
|
|
2020
Q2 | $810K | Sell |
4,932
-6,738
| -58% | -$1.11M | 0.06% | 116 |
|
|
2020
Q1 | $1.62M | Buy |
11,670
+9,007
| +338% | +$1.25M | 0.07% | 144 |
|
|
2019
Q4 | $350K | Buy |
2,663
+601
| +29% | +$79K | 0.03% | 128 |
|
|
2019
Q3 | $231K | Buy |
+2,062
| New | +$231K | 0.02% | 143 |
|
|
2019
Q1 | – | Sell |
-865
| Closed | -$100K | – | 472 |
|
|
2018
Q4 | $100K | Buy |
+865
| New | +$100K | 0.01% | 112 |
|