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