Briaud Financial Planning’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 | $930K | Hold |
1,194
| – | – | 0.37% | 11 |
|
|
2025
Q1 | $986K | Hold |
1,194
| – | – | 0.39% | 10 |
|
|
2024
Q4 | $921K | Buy |
1,194
+1,048
| +718% | +$808K | 0.38% | 11 |
|
|
2024
Q3 | $129K | Hold |
146
| – | – | 0.07% | 34 |
|
|
2024
Q2 | $132K | Hold |
146
| – | – | 0.08% | 33 |
|
|
2024
Q1 | $114K | Buy |
+146
| New | +$114K | 0.06% | 34 |
|
|
2023
Q4 | – | Sell |
-146
| Closed | -$78K | – | 96 |
|
|
2023
Q3 | $78K | Buy |
+146
| New | +$78K | 0.06% | 46 |
|