Cardinal Point Capital Management’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 | $554K | Buy |
711
+294
| +71% | +$229K | 0.04% | 136 |
|
|
2025
Q1 | $344K | Buy |
417
+12
| +3% | +$9.91K | 0.03% | 141 |
|
|
2024
Q4 | $313K | Buy |
405
+2
| +0.5% | +$1.54K | 0.05% | 71 |
|
|
2024
Q3 | $357K | Hold |
403
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $365K | Buy |
403
+4
| +1% | +$3.62K | 0.06% | 59 |
|
|
2024
Q1 | $310K | Buy |
399
+3
| +0.8% | +$2.33K | 0.06% | 60 |
|
|
2023
Q4 | $231K | Sell |
396
-130
| -25% | -$75.8K | 0.06% | 61 |
|
|
2023
Q3 | $283K | Buy |
+526
| New | +$283K | 0.07% | 58 |
|