Elevation Wealth Partners’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 | $438K | Sell |
562
-77
| -12% | -$60K | 0.17% | 77 |
|
|
2025
Q1 | $528K | Sell |
639
-11
| -2% | -$9.09K | 0.23% | 64 |
|
|
2024
Q4 | $502K | Hold |
650
| – | – | 0.21% | 67 |
|
|
2024
Q3 | $576K | Hold |
650
| – | – | 0.25% | 62 |
|
|
2024
Q2 | $588K | Hold |
650
| – | – | 0.28% | 57 |
|
|
2024
Q1 | $506K | Sell |
650
-150
| -19% | -$117K | 0.25% | 68 |
|
|
2023
Q4 | $430K | Buy |
+800
| New | +$430K | 0.26% | 69 |
|