Fairhaven 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 | $528K | Buy |
684
+89
| +15% | +$68.7K | 0.17% | 62 |
|
|
2024
Q3 | $527K | Buy |
595
+103
| +21% | +$91.3K | 0.16% | 63 |
|
|
2024
Q2 | $445K | Sell |
492
-45
| -8% | -$40.7K | 0.15% | 65 |
|
|
2024
Q1 | $418K | Hold |
537
| – | – | 0.14% | 66 |
|
|
2023
Q4 | $313K | Sell |
537
-161
| -23% | -$93.9K | 0.11% | 78 |
|
|
2023
Q3 | $375K | Hold |
698
| – | – | 0.15% | 69 |
|
|
2023
Q2 | $327K | Buy |
+698
| New | +$327K | 0.13% | 80 |
|
|
2022
Q4 | $329K | Sell |
898
-8
| -0.9% | -$2.93K | 0.14% | 70 |
|
|
2022
Q3 | $293K | Buy |
906
+8
| +0.9% | +$2.59K | 0.13% | 75 |
|
|
2022
Q2 | $291K | Sell |
898
-25
| -3% | -$8.1K | 0.14% | 74 |
|
|
2022
Q1 | $264K | Buy |
923
+23
| +3% | +$6.58K | 0.11% | 94 |
|
|
2021
Q4 | $249K | Sell |
900
-9
| -1% | -$2.49K | 0.1% | 91 |
|
|
2021
Q3 | $210K | Hold |
909
| – | – | 0.09% | 104 |
|
|
2021
Q2 | $209K | Buy |
+909
| New | +$209K | 0.08% | 110 |
|