Cherrydale 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
$588K Buy
755
+20
+3% +$15.6K 0.2% 39
2025
Q1
$607K Sell
735
-6
-0.8% -$4.95K 0.24% 35
2024
Q4
$572K Buy
741
+3
+0.4% +$2.32K 0.22% 35
2024
Q3
$654K Buy
738
+1
+0.1% +$886 0.27% 32
2024
Q2
$667K Buy
737
+67
+10% +$60.6K 0.29% 30
2024
Q1
$521K Buy
670
+93
+16% +$72.3K 0.24% 33
2023
Q4
$336K Buy
577
+26
+5% +$15.2K 0.18% 35
2023
Q3
$296K Buy
551
+25
+5% +$13.4K 0.18% 35
2023
Q2
$247K Buy
+526
New +$247K 0.17% 34