Dogwood Wealth Management’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 | $790K | Buy |
1,016
+61
| +6% | +$47.4K | 0.39% | 54 |
|
|
2025
Q1 | $789K | Buy |
955
+92
| +11% | +$76K | 0.41% | 44 |
|
|
2024
Q4 | $667K | Sell |
863
-1,022
| -54% | -$789K | 0.35% | 51 |
|
|
2024
Q3 | $1.67M | Buy |
1,885
+292
| +18% | +$259K | 0.96% | 29 |
|
|
2024
Q2 | $1.44M | Buy |
1,593
+166
| +12% | +$150K | 0.89% | 29 |
|
|
2024
Q1 | $1.11M | Sell |
1,427
-26
| -2% | -$20.2K | 0.75% | 29 |
|
|
2023
Q4 | $847K | Buy |
+1,453
| New | +$847K | 0.66% | 32 |
|