Curated Wealth Partners’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 | $421K | Buy |
540
+79
| +17% | +$61.6K | 0.05% | 106 |
|
|
2025
Q1 | $381K | Buy |
461
+147
| +47% | +$121K | 0.05% | 108 |
|
|
2024
Q4 | $242K | Sell |
314
-2
| -0.6% | -$1.54K | 0.03% | 131 |
|
|
2024
Q3 | $280K | Buy |
316
+3
| +1% | +$2.66K | 0.04% | 111 |
|
|
2024
Q2 | $283K | Buy |
+313
| New | +$283K | 0.04% | 113 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 85 |
|