Ascent Wealth Partners’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 | $2.47M | Sell |
3,164
-875
| -22% | -$682K | 0.3% | 69 |
|
|
2025
Q1 | $3.34M | Buy |
4,039
+30
| +0.7% | +$24.8K | 0.45% | 54 |
|
|
2024
Q4 | $3.09M | Buy |
4,009
+119
| +3% | +$91.9K | 0.42% | 55 |
|
|
2024
Q3 | $3.45M | Buy |
3,890
+599
| +18% | +$531K | 0.48% | 49 |
|
|
2024
Q2 | $2.98M | Buy |
3,291
+1,699
| +107% | +$1.54M | 0.44% | 53 |
|
|
2024
Q1 | $1.21M | Buy |
+1,592
| New | +$1.21M | 0.18% | 102 |
|