Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-848
| Closed | -$660K | – | 128 |
|
|
2024
Q1 | $660K | Sell |
848
-475
| -36% | -$370K | 0.4% | 48 |
|
|
2023
Q4 | $771K | Sell |
1,323
-1
| -0.1% | -$583 | 0.49% | 43 |
|
|
2023
Q3 | $711K | Buy |
1,324
+167
| +14% | +$89.7K | 0.51% | 43 |
|
|
2023
Q2 | $543K | Buy |
1,157
+25
| +2% | +$11.7K | 0.38% | 49 |
|
|
2023
Q1 | $389K | Sell |
1,132
-5
| -0.4% | -$1.72K | 0.39% | 59 |
|
|
2022
Q4 | $416K | Buy |
1,137
+2
| +0.2% | +$732 | 0.43% | 57 |
|
|
2022
Q3 | $367K | Sell |
1,135
-3
| -0.3% | -$970 | 0.41% | 64 |
|
|
2022
Q2 | $369K | Hold |
1,138
| – | – | 0.41% | 65 |
|
|
2022
Q1 | $326K | Sell |
1,138
-8
| -0.7% | -$2.29K | 0.37% | 62 |
|
|
2021
Q4 | $317K | Sell |
1,146
-451
| -28% | -$125K | 0.36% | 65 |
|
|
2021
Q3 | $369K | Buy |
1,597
+40
| +3% | +$9.24K | 0.32% | 91 |
|
|
2021
Q2 | $357K | Buy |
1,557
+17
| +1% | +$3.9K | 0.31% | 89 |
|
|
2021
Q1 | $288K | Buy |
1,540
+168
| +12% | +$31.4K | 0.26% | 94 |
|
|
2020
Q4 | $232K | Buy |
+1,372
| New | +$232K | 0.22% | 110 |
|