Fiduciary 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 | $455K | Buy |
584
+65
| +13% | +$50.7K | 0.15% | 52 |
|
2025
Q1 | $428K | Buy |
519
+16
| +3% | +$13.2K | 0.14% | 52 |
|
2024
Q4 | $389K | Buy |
+503
| New | +$389K | 0.13% | 56 |
|
2024
Q3 | – | Sell |
-318
| Closed | -$288K | – | 62 |
|
2024
Q2 | $288K | Buy |
+318
| New | +$288K | 0.1% | 53 |
|