Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $354K | Buy |
458
+42
| +10% | +$32.4K | 0.13% | 80 |
|
|
2024
Q3 | $369K | Hold |
416
| – | – | 0.13% | 79 |
|
|
2024
Q2 | $377K | Hold |
416
| – | – | 0.15% | 73 |
|
|
2024
Q1 | $324K | Sell |
416
-18
| -4% | -$14K | 0.14% | 83 |
|
|
2023
Q4 | $253K | Buy |
434
+83
| +24% | +$48.4K | 0.13% | 90 |
|
|
2023
Q3 | $189K | Buy |
351
+47
| +15% | +$25.2K | 0.1% | 105 |
|
|
2023
Q2 | $143K | Hold |
304
| – | – | 0.08% | 125 |
|
|
2023
Q1 | $104K | Hold |
304
| – | – | 0.05% | 142 |
|
|
2022
Q4 | $111K | Buy |
+304
| New | +$111K | 0.07% | 126 |
|
|
2022
Q1 | – | Sell |
-320
| Closed | -$88K | – | 377 |
|
|
2021
Q4 | $88K | Buy |
+320
| New | +$88K | 0.05% | 148 |
|