Dynasty 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 | $3.22M | Buy |
4,130
+283
| +7% | +$221K | 0.05% | 65 |
|
|
2025
Q1 | $3.18M | Buy |
3,847
+1,251
| +48% | +$1.03M | 0.05% | 71 |
|
|
2024
Q4 | $2M | Buy |
2,596
+1,686
| +185% | +$1.3M | 0.03% | 95 |
|
|
2024
Q3 | $806K | Sell |
910
-72
| -7% | -$63.8K | 0.02% | 145 |
|
|
2024
Q2 | $889K | Buy |
982
+85
| +9% | +$76.9K | 0.03% | 141 |
|
|
2024
Q1 | $698K | Buy |
+897
| New | +$698K | 0.02% | 156 |
|
|
2018
Q4 | – | Sell |
-2,706
| Closed | -$290K | – | 57 |
|
|
2018
Q3 | $290K | Buy |
+2,706
| New | +$290K | 0.37% | 78 |
|