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