Cassaday & Co Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.5M Buy
2025
Q2
$4.48M Buy
2025
Q1
$4.58M Sell
2024
Q4
$4.33M Buy
2024
Q3
$4.94M Buy
2024
Q2
$4.94M Buy
2024
Q1
$4.24M Buy
2023
Q4
$2.69M Hold
2023
Q3
$2.48M Buy
2023
Q2
$2.16M Sell
2023
Q1
$1.64M Buy
2022
Q4
$1.6M Buy