Essential Planning’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
$8.57M Sell
10,997
-22
-0.2% -$17.1K 3.19% 6
2025
Q1
$9.1M Sell
11,019
-705,062
-98% -$582M 3.67% 6
2024
Q4
$594M Buy
716,081
+705,076
+6,407% +$584M 3.87% 5
2024
Q3
$9.75M Sell
11,005
-1,261
-10% -$1.12M 4% 5
2024
Q2
$11.1M Sell
12,266
-31
-0.3% -$28.1K 4.89% 5
2024
Q1
$7.17M Hold
12,297
3.59% 6
2023
Q4
$7.17M Buy
12,297
+1
+0% +$583 3.62% 6
2023
Q3
$6.6M Hold
12,296
3.66% 5
2023
Q2
$5.77M Sell
12,296
-42
-0.3% -$19.7K 3.29% 5
2023
Q1
$4.17M Buy
12,338
+2
+0% +$677 2.53% 12
2022
Q4
$3.93M Buy
+12,336
New +$3.93M 3.01% 9