Cassaday & Co Wealth 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 | $4.48M | Buy |
5,744
+195
| +4% | +$152K | 0.11% | 47 |
|
|
2025
Q1 | $4.58M | Sell |
5,549
-66
| -1% | -$54.5K | 0.13% | 40 |
|
|
2024
Q4 | $4.33M | Buy |
5,615
+45
| +0.8% | +$34.7K | 0.12% | 42 |
|
|
2024
Q3 | $4.94M | Buy |
5,570
+113
| +2% | +$100K | 0.14% | 34 |
|
|
2024
Q2 | $4.94M | Buy |
5,457
+12
| +0.2% | +$10.9K | 0.16% | 34 |
|
|
2024
Q1 | $4.24M | Buy |
5,445
+827
| +18% | +$643K | 0.14% | 37 |
|
|
2023
Q4 | $2.69M | Hold |
4,618
| – | – | 0.09% | 46 |
|
|
2023
Q3 | $2.48M | Buy |
4,618
+18
| +0.4% | +$9.67K | 0.1% | 47 |
|
|
2023
Q2 | $2.16M | Sell |
4,600
-186
| -4% | -$87.2K | 0.09% | 51 |
|
|
2023
Q1 | $1.64M | Buy |
4,786
+400
| +9% | +$137K | 0.07% | 61 |
|
|
2022
Q4 | $1.6M | Buy |
+4,386
| New | +$1.6M | 0.07% | 62 |
|