Balanced Wealth Group’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 | $374K | Hold |
505
| – | – | 0.16% | 50 |
|
|
2025
Q1 | $417K | Buy |
505
+1
| +0.2% | +$825 | 0.2% | 47 |
|
|
2024
Q4 | $409K | Sell |
504
-32
| -6% | -$26K | 0.18% | 49 |
|
|
2024
Q3 | $475K | Hold |
536
| – | – | 0.21% | 46 |
|
|
2024
Q2 | $490K | Sell |
536
-176
| -25% | -$161K | 0.22% | 49 |
|
|
2024
Q1 | $550K | Sell |
712
-66
| -8% | -$50.9K | 0.24% | 43 |
|
|
2023
Q4 | $454K | Buy |
+778
| New | +$454K | 0.24% | 46 |
|