Falcon Wealth 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 | $767K | Buy |
984
+16
| +2% | +$12.5K | 0.08% | 80 |
|
|
2025
Q1 | $800K | Buy |
968
+85
| +10% | +$70.2K | 0.09% | 72 |
|
|
2024
Q4 | $682K | Buy |
883
+144
| +19% | +$111K | 0.08% | 80 |
|
|
2024
Q3 | $655K | Sell |
739
-6
| -0.8% | -$5.32K | 0.08% | 76 |
|
|
2024
Q2 | $675K | Buy |
745
+70
| +10% | +$63.4K | 0.09% | 65 |
|
|
2024
Q1 | $525K | Buy |
675
+33
| +5% | +$25.7K | 0.08% | 80 |
|
|
2023
Q4 | $374K | Buy |
+642
| New | +$374K | 0.07% | 89 |
|