Cooper/Haims Advisors’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 | $257K | Buy |
+330
| New | +$257K | 0.13% | 72 |
|
2024
Q3 | – | Sell |
-450
| Closed | -$407K | – | 87 |
|
2024
Q2 | $407K | Sell |
450
-177
| -28% | -$160K | 0.23% | 45 |
|
2024
Q1 | $488K | Buy |
627
+198
| +46% | +$154K | 0.28% | 40 |
|
2023
Q4 | $250K | Sell |
429
-136
| -24% | -$79.3K | 0.14% | 64 |
|
2023
Q3 | $303K | Buy |
+565
| New | +$303K | 0.24% | 48 |
|