Defined Financial Planning’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
$281K Sell
364
-57
-14% -$44K 0.25% 53
2025
Q1
$339K Buy
421
+26
+7% +$20.9K 0.34% 46
2024
Q4
$305K Buy
+395
New +$305K 0.33% 45