AllSquare 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
2025
Q2
$274K Hold
352
0.15% 86
2025
Q1
$291K Sell
352
-15
-4% -$12.4K 0.17% 81
2024
Q4
$283K Buy
367
+31
+9% +$23.9K 0.16% 78
2024
Q3
$298K Hold
336
0.17% 78
2024
Q2
$304K Buy
336
+23
+7% +$20.8K 0.18% 77
2024
Q1
$244K Hold
313
0.14% 93
2023
Q4
$182K Buy
313
+35
+13% +$20.4K 0.11% 107
2023
Q3
$149K Hold
278
0.1% 114
2023
Q2
$119K Buy
278
+274
+6,850% +$117K 0.08% 122
2023
Q1
$1.37K Hold
4
﹤0.01% 489
2022
Q4
$1.46K Hold
4
﹤0.01% 469
2022
Q3
$1K Hold
4
﹤0.01% 480
2022
Q2
$1K Hold
4
﹤0.01% 483
2022
Q1
$1K Sell
4
-96
-96% -$24K ﹤0.01% 486
2021
Q4
$28K Buy
+100
New +$28K 0.02% 290
2021
Q3
Sell
-50
Closed -$11K 497
2021
Q2
$11K Buy
+50
New +$11K 0.01% 378
2019
Q2
Sell
-100
Closed -$13K 472
2019
Q1
$13K Hold
100
0.01% 305
2018
Q4
$12K Hold
100
0.01% 292
2018
Q3
$11K Hold
100
0.01% 334
2018
Q2
$9K Buy
+100
New +$9K 0.01% 350