Zuckerman Investment Group’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
$722K Buy
927
+27
+3% +$21K 0.07% 90
2025
Q1
$743K Sell
900
-76
-8% -$62.7K 0.08% 89
2024
Q4
$791K Sell
976
-11
-1% -$8.91K 0.08% 83
2024
Q3
$875K Sell
987
-14
-1% -$12.4K 0.09% 79
2024
Q2
$906K Hold
1,001
0.1% 72
2024
Q1
$779K Buy
1,001
+5
+0.5% +$3.89K 0.09% 77
2023
Q4
$581K Buy
996
+106
+12% +$61.8K 0.08% 82
2023
Q3
$478K Sell
890
-83
-9% -$44.6K 0.07% 85
2023
Q2
$456K Sell
973
-16
-2% -$7.5K 0.07% 83
2023
Q1
$340K Sell
989
-44
-4% -$15.1K 0.05% 92
2022
Q4
$378K Buy
1,033
+170
+20% +$62.2K 0.06% 94
2022
Q3
$279K Hold
863
0.05% 98
2022
Q2
$280K Hold
863
0.05% 88
2022
Q1
$247K Hold
863
0.04% 98
2021
Q4
$238K Buy
+863
New +$238K 0.04% 107