Castle Rock 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 | $1.94M | Sell |
2,542
-1,218
| -32% | -$931K | 0.45% | 59 |
|
|
2025
Q1 | $3.05M | Buy |
3,760
+785
| +26% | +$638K | 0.82% | 27 |
|
|
2024
Q4 | $2.51M | Buy |
2,975
+73
| +3% | +$61.6K | 0.6% | 43 |
|
|
2024
Q3 | $2.62M | Buy |
2,902
+3
| +0.1% | +$2.71K | 0.63% | 33 |
|
|
2024
Q2 | $2.65M | Buy |
2,899
+190
| +7% | +$174K | 0.66% | 32 |
|
|
2024
Q1 | $2.1M | Buy |
2,709
+352
| +15% | +$273K | 0.57% | 39 |
|
|
2023
Q4 | $1.45M | Buy |
2,357
+1,315
| +126% | +$810K | 0.44% | 58 |
|
|
2023
Q3 | $580K | Buy |
1,042
+23
| +2% | +$12.8K | 0.19% | 124 |
|
|
2023
Q2 | $475K | Buy |
1,019
+1
| +0.1% | +$466 | 0.16% | 132 |
|
|
2023
Q1 | $437K | Buy |
1,018
+273
| +37% | +$117K | 0.16% | 135 |
|
|
2022
Q4 | $259K | Buy |
+745
| New | +$259K | 0.12% | 185 |
|