Aletheian Wealth 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 | $795K | Sell |
1,020
-101
| -9% | -$78.7K | 0.39% | 47 |
|
|
2025
Q1 | $926K | Buy |
1,121
+138
| +14% | +$114K | 0.52% | 37 |
|
|
2024
Q4 | $759K | Buy |
983
+66
| +7% | +$51K | 0.45% | 43 |
|
|
2024
Q3 | $812K | Sell |
917
-1
| -0.1% | -$886 | 0.47% | 42 |
|
|
2024
Q2 | $831K | Buy |
918
+109
| +13% | +$98.7K | 0.44% | 54 |
|
|
2024
Q1 | $629K | Buy |
809
+89
| +12% | +$69.2K | 0.34% | 60 |
|
|
2023
Q4 | $420K | Sell |
720
-26
| -3% | -$15.2K | 0.28% | 64 |
|
|
2023
Q3 | $401K | Buy |
746
+5
| +0.7% | +$2.69K | 0.31% | 63 |
|
|
2023
Q2 | $348K | Buy |
741
+44
| +6% | +$20.6K | 0.24% | 68 |
|
|
2023
Q1 | $239K | Buy |
697
+100
| +17% | +$34.3K | 0.21% | 57 |
|
|
2022
Q4 | $218K | Buy |
+597
| New | +$218K | 0.19% | 78 |
|