Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.94M | Sell |
5,103
-97
| -2% | -$74.9K | 0.31% | 81 |
|
|
2024
Q3 | $4.61M | Buy |
+5,200
| New | +$4.61M | 0.36% | 77 |
|
|
2024
Q2 | – | Sell |
-5,607
| Closed | -$4.26M | – | 201 |
|
|
2024
Q1 | $4.26M | Buy |
5,607
+1,505
| +37% | +$1.14M | 0.37% | 75 |
|
|
2023
Q4 | $2.39M | Buy |
+4,102
| New | +$2.39M | 0.23% | 89 |
|
|
2019
Q3 | – | Sell |
-1,521
| Closed | -$168K | – | 497 |
|
|
2019
Q2 | $168K | Buy |
1,521
+474
| +45% | +$52.4K | 0.02% | 170 |
|
|
2019
Q1 | $136K | Sell |
1,047
-865
| -45% | -$112K | 0.02% | 176 |
|
|
2018
Q4 | $221K | Buy |
+1,912
| New | +$221K | 0.04% | 141 |
|