9258 Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.54M | Hold |
5,126
| – | – | 0.67% | 29 |
|
|
2024
Q2 | $4.64M | Sell |
5,126
-47
| -0.9% | -$42.6K | 0.71% | 30 |
|
|
2024
Q1 | $4.02M | Buy |
5,173
+47
| +0.9% | +$36.6K | 0.63% | 33 |
|
|
2023
Q4 | $2.99M | Sell |
5,126
-6
| -0.1% | -$3.5K | 0.53% | 40 |
|
|
2023
Q3 | $2.76M | Sell |
5,132
-180
| -3% | -$96.7K | 0.54% | 41 |
|
|
2023
Q2 | $2.49M | Buy |
5,312
+28
| +0.5% | +$13.1K | 0.47% | 44 |
|
|
2023
Q1 | $1.81M | Buy |
5,284
+261
| +5% | +$89.6K | 0.37% | 61 |
|
|
2022
Q4 | $1.84M | Buy |
5,023
+511
| +11% | +$187K | 0.4% | 59 |
|
|
2022
Q3 | $1.46M | Buy |
4,512
+183
| +4% | +$59.2K | 0.37% | 62 |
|
|
2022
Q2 | $1.4M | Sell |
4,329
-181
| -4% | -$58.7K | 0.36% | 66 |
|
|
2022
Q1 | $1.29M | Sell |
4,510
-112
| -2% | -$32.1K | 0.3% | 75 |
|
|
2021
Q4 | $1.28M | Sell |
4,622
-64
| -1% | -$17.7K | 0.29% | 75 |
|
|
2021
Q3 | $1.08M | Sell |
4,686
-32
| -0.7% | -$7.4K | 0.29% | 80 |
|
|
2021
Q2 | $1.08M | Buy |
4,718
+24
| +0.5% | +$5.51K | 0.29% | 80 |
|
|
2021
Q1 | $877K | Buy |
4,694
+325
| +7% | +$60.7K | 0.26% | 92 |
|
|
2020
Q4 | $738K | Buy |
4,369
+80
| +2% | +$13.5K | 0.24% | 105 |
|
|
2020
Q3 | $560K | Sell |
4,289
-302
| -7% | -$39.4K | 0.21% | 123 |
|
|
2020
Q2 | $754K | Buy |
4,591
+15
| +0.3% | +$2.46K | 0.31% | 86 |
|
|
2020
Q1 | $738K | Sell |
4,576
-158
| -3% | -$25.5K | 0.32% | 85 |
|
|
2019
Q4 | $622K | Buy |
+4,734
| New | +$622K | 0.23% | 124 |
|