Wolff Financial Management’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 | $6.55M | Sell |
8,403
-402
| -5% | -$313K | 1.69% | 11 |
|
|
2025
Q1 | $7.27M | Hold |
8,805
| – | – | 2.01% | 11 |
|
|
2024
Q4 | $6.8M | Sell |
8,805
-224
| -2% | -$173K | 1.89% | 11 |
|
|
2024
Q3 | $8M | Buy |
+9,029
| New | +$8M | 2.17% | 11 |
|
|
2024
Q2 | – | Sell |
-9,029
| Closed | -$7.02M | – | 65 |
|
|
2024
Q1 | $7.02M | Sell |
9,029
-5,808
| -39% | -$4.52M | 2.05% | 11 |
|
|
2023
Q4 | $8.65M | Buy |
14,837
+1
| +0% | +$583 | 2.67% | 10 |
|
|
2023
Q3 | $7.97M | Buy |
+14,836
| New | +$7.97M | 2.72% | 10 |
|
|
2023
Q2 | – | Sell |
-15,128
| Closed | -$5.2M | – | 67 |
|
|
2023
Q1 | $5.2M | Buy |
15,128
+1
| +0% | +$343 | 1.81% | 13 |
|
|
2022
Q4 | $5.53M | Sell |
15,127
-17
| -0.1% | -$6.22K | 2.05% | 13 |
|
|
2022
Q3 | $4.9M | Buy |
15,144
+1
| +0% | +$323 | 2.23% | 14 |
|
|
2022
Q2 | $4.91M | Buy |
15,143
+1,815
| +14% | +$589K | 2.18% | 14 |
|
|
2022
Q1 | $3.82M | Buy |
13,328
+1
| +0% | +$286 | 1.52% | 16 |
|
|
2021
Q4 | $3.68M | Buy |
+13,327
| New | +$3.68M | 1.39% | 16 |
|
|
2021
Q1 | $2.63M | Sell |
14,081
-411
| -3% | -$76.8K | 1.21% | 21 |
|
|
2020
Q4 | $2.45M | Sell |
14,492
-191
| -1% | -$32.3K | 1.28% | 21 |
|
|
2020
Q3 | $2.17M | Buy |
14,683
+2
| +0% | +$296 | 1.29% | 19 |
|
|
2020
Q2 | $2.41M | Buy |
14,681
+2
| +0% | +$328 | 1.53% | 17 |
|
|
2020
Q1 | $2.04M | Buy |
14,679
+415
| +3% | +$57.6K | 1.54% | 16 |
|
|
2019
Q4 | $1.88M | Sell |
14,264
-83
| -0.6% | -$10.9K | 1.24% | 18 |
|
|
2019
Q3 | $1.61M | Buy |
14,347
+2
| +0% | +$224 | 1.17% | 20 |
|
|
2019
Q2 | $1.59M | Buy |
14,345
+2
| +0% | +$222 | 1.22% | 18 |
|
|
2019
Q1 | $1.86M | Buy |
14,343
+368
| +3% | +$47.7K | 1.54% | 15 |
|
|
2018
Q4 | $1.62M | Buy |
+13,975
| New | +$1.62M | 1.57% | 14 |
|