Elwood & Goetz Wealth Advisory Group’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-544
| Closed | -$420K | – | 102 |
|
|
2024
Q4 | $420K | Buy |
544
+10
| +2% | +$7.72K | 0.1% | 59 |
|
|
2024
Q3 | $473K | Hold |
534
| – | – | 0.12% | 57 |
|
|
2024
Q2 | $483K | Hold |
534
| – | – | 0.14% | 44 |
|
|
2024
Q1 | $415K | Hold |
534
| – | – | 0.1% | 56 |
|
|
2023
Q4 | $311K | Buy |
534
+36
| +7% | +$21K | 0.07% | 65 |
|
|
2023
Q3 | $267K | Buy |
+498
| New | +$267K | 0.06% | 64 |
|