Delap Wealth Advisory’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 | $386K | Sell |
495
-835
| -63% | -$651K | 0.19% | 54 |
|
2025
Q1 | $1.1M | Buy |
1,330
+832
| +167% | +$687K | 0.61% | 32 |
|
2024
Q4 | $384K | Buy |
498
+11
| +2% | +$8.49K | 0.23% | 48 |
|
2024
Q3 | $431K | Sell |
487
-109
| -18% | -$96.6K | 0.27% | 35 |
|
2024
Q2 | $540K | Sell |
596
-1,205
| -67% | -$1.09M | 0.25% | 43 |
|
2024
Q1 | $1.4M | Buy |
1,801
+192
| +12% | +$149K | 0.57% | 33 |
|
2023
Q4 | $938K | Buy |
1,609
+1,127
| +234% | +$657K | 0.42% | 33 |
|
2023
Q3 | $259K | Sell |
482
-9
| -2% | -$4.83K | 0.25% | 41 |
|
2023
Q2 | $230K | Sell |
491
-307
| -38% | -$144K | 0.23% | 41 |
|
2023
Q1 | $274K | Sell |
798
-356
| -31% | -$122K | 0.28% | 42 |
|
2022
Q4 | $422K | Buy |
+1,154
| New | +$422K | 0.44% | 39 |
|