Angeles 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
$4.45M Buy
5,714
+588
+11% +$458K 0.31% 35
2025
Q1
$4.23M Buy
5,126
+369
+8% +$305K 0.35% 36
2024
Q4
$3.67M Sell
4,757
-47
-1% -$36.3K 0.3% 36
2024
Q3
$4.26M Buy
4,804
+397
+9% +$352K 0.37% 31
2024
Q2
$3.99M Buy
4,407
+354
+9% +$321K 0.37% 31
2024
Q1
$3.15M Buy
4,053
+644
+19% +$501K 0.32% 35
2023
Q4
$1.99M Buy
3,409
+237
+7% +$138K 0.24% 39
2023
Q3
$1.7M Sell
3,172
-2,126
-40% -$1.14M 0.24% 40
2023
Q2
$2.48M Buy
5,298
+2,847
+116% +$1.34M 0.34% 29
2023
Q1
$842K Sell
2,451
-2,937
-55% -$1.01M 0.13% 81
2022
Q4
$1.97M Buy
5,388
+4,422
+458% +$1.62M 0.35% 39
2022
Q3
$312K Buy
966
+196
+25% +$63.3K 0.06% 120
2022
Q2
$250K Buy
770
+29
+4% +$9.42K 0.05% 145
2022
Q1
$212K Buy
+741
New +$212K 0.04% 156