YHB Investment 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 | $5.56M | Buy |
7,139
+271
| +4% | +$211K | 0.43% | 62 |
|
|
2025
Q1 | $5.67M | Buy |
6,868
+575
| +9% | +$475K | 0.47% | 56 |
|
|
2024
Q4 | $4.86M | Buy |
6,293
+901
| +17% | +$696K | 0.4% | 62 |
|
|
2024
Q3 | $4.78M | Buy |
5,392
+746
| +16% | +$661K | 0.4% | 66 |
|
|
2024
Q2 | $4.21M | Buy |
4,646
+4,015
| +636% | +$3.64M | 0.36% | 68 |
|
|
2024
Q1 | $491K | Sell |
631
-22
| -3% | -$17.1K | 0.04% | 191 |
|
|
2023
Q4 | $381K | Buy |
653
+44
| +7% | +$25.6K | 0.04% | 208 |
|
|
2023
Q3 | $327K | Buy |
609
+32
| +6% | +$17.2K | 0.03% | 218 |
|
|
2023
Q2 | $271K | Sell |
577
-1,347
| -70% | -$632K | 0.03% | 235 |
|
|
2023
Q1 | $661K | Buy |
1,924
+35
| +2% | +$12K | 0.07% | 170 |
|
|
2022
Q4 | $691K | Sell |
1,889
-44
| -2% | -$16.1K | 0.07% | 163 |
|
|
2022
Q3 | $625K | Hold |
1,933
| – | – | 0.07% | 172 |
|
|
2022
Q2 | $627K | Hold |
1,933
| – | – | 0.07% | 172 |
|
|
2022
Q1 | $554K | Buy |
1,933
+104
| +6% | +$29.8K | 0.05% | 191 |
|
|
2021
Q4 | $505K | Hold |
1,829
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $423K | Buy |
1,829
+45
| +3% | +$10.4K | 0.04% | 210 |
|
|
2021
Q2 | $410K | Sell |
1,784
-16
| -0.9% | -$3.68K | 0.03% | 218 |
|
|
2021
Q1 | $341K | Hold |
1,800
| – | – | 0.03% | 228 |
|
|
2020
Q4 | $304K | Buy |
1,800
+32
| +2% | +$5.4K | 0.03% | 233 |
|
|
2020
Q3 | $262K | Buy |
+1,768
| New | +$262K | 0.03% | 229 |
|
|
2016
Q1 | – | Sell |
-2,669
| Closed | -$225K | – | 158 |
|
|
2015
Q4 | $225K | Buy |
2,669
+159
| +6% | +$13.4K | 0.05% | 151 |
|
|
2015
Q3 | $210K | Buy |
2,510
+50
| +2% | +$4.18K | 0.05% | 152 |
|
|
2015
Q2 | $205K | Buy |
+2,460
| New | +$205K | 0.04% | 165 |
|