CIC Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $3.13M | Buy |
3,531
+324
| +10% | +$287K | 0.81% | 31 |
|
2024
Q2 | $2.9M | Buy |
3,207
+73
| +2% | +$66.1K | 0.8% | 32 |
|
2024
Q1 | $2.44M | Buy |
3,134
+227
| +8% | +$177K | 0.71% | 33 |
|
2023
Q4 | $1.69M | Buy |
2,907
+1,007
| +53% | +$587K | 0.54% | 44 |
|
2023
Q3 | $1.02M | Buy |
1,900
+1,302
| +218% | +$699K | 0.37% | 58 |
|
2023
Q2 | $280K | Buy |
+598
| New | +$280K | 0.1% | 118 |
|
2023
Q1 | – | Sell |
-575
| Closed | -$210K | – | 166 |
|
2022
Q4 | $210K | Buy |
+575
| New | +$210K | 0.09% | 155 |
|