Capital & Planning LLC’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	$8.21M	Buy	10,528 +91	+0.9%	+$70.9K	5.57%	6
2025 Q1	$8.62M	Buy	10,437 +534	+5%	+$441K	6.4%	6
2024 Q4	$7.65M	Buy	+9,903	New	+$7.65M	5.59%	6