Capstone Wealth Management Group (Pennsylvania)’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 | $306K | Hold |
392
| – | – | 0.29% | 44 |
|
|
2025
Q1 | $324K | Sell |
392
-30
| -7% | -$24.8K | 0.18% | 59 |
|
|
2024
Q4 | $326K | Sell |
422
-34
| -7% | -$26.3K | 0.17% | 65 |
|
|
2024
Q3 | $404K | Hold |
456
| – | – | 0.24% | 58 |
|
|
2024
Q2 | $413K | Buy |
456
+2
| +0.4% | +$1.81K | 0.27% | 57 |
|
|
2024
Q1 | $353K | Buy |
454
+5
| +1% | +$3.89K | 0.25% | 59 |
|
|
2023
Q4 | $262K | Buy |
449
+70
| +18% | +$40.8K | 0.25% | 54 |
|
|
2023
Q3 | $204K | Buy |
+379
| New | +$204K | 0.21% | 55 |
|