Websterrogers Financial Advisors’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 | $242K | Hold |
310
| – | – | 0.08% | 73 |
|
|
2025
Q1 | $256K | Sell |
310
-174
| -36% | -$144K | 0.09% | 70 |
|
|
2024
Q4 | $374K | Sell |
484
-16
| -3% | -$12.4K | 0.13% | 53 |
|
|
2024
Q3 | $443K | Sell |
500
-100
| -17% | -$88.6K | 0.16% | 49 |
|
|
2024
Q2 | $543K | Hold |
600
| – | – | 0.19% | 48 |
|
|
2024
Q1 | $467K | Hold |
600
| – | – | 0.17% | 50 |
|
|
2023
Q4 | $350K | Hold |
600
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $322K | Sell |
600
-19
| -3% | -$10.2K | 0.14% | 56 |
|
|
2023
Q2 | $290K | Hold |
619
| – | – | 0.13% | 54 |
|
|
2023
Q1 | $213K | Hold |
619
| – | – | 0.1% | 58 |
|
|
2022
Q4 | $226K | Hold |
619
| – | – | 0.11% | 57 |
|
|
2022
Q3 | $200K | Sell |
619
-80
| -11% | -$25.8K | 0.11% | 51 |
|
|
2022
Q2 | $227K | Hold |
699
| – | – | 0.11% | 55 |
|
|
2022
Q1 | $205K | Buy |
+699
| New | +$205K | 0.1% | 65 |
|