Capasso Planning 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
$1.11M Sell
1,429
-417
-23% -$325K 0.63% 26
2025
Q1
$1.53M Sell
1,846
-184
-9% -$152K 0.64% 33
2024
Q4
$1.57M Sell
2,030
-1,001
-33% -$773K 0.63% 32
2024
Q3
$2.69M Sell
3,031
-196
-6% -$174K 0.79% 23
2024
Q2
$2.92M Buy
3,227
+2,818
+689% +$2.55M 0.95% 24
2024
Q1
$318K Sell
409
-8
-2% -$6.22K 0.13% 84
2023
Q4
$243K Buy
417
+3
+0.7% +$1.75K 0.11% 91
2023
Q3
$222K Buy
+414
New +$222K 0.12% 88