Fiducient Advisors’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 | $214K | Buy |
+275
| New | +$214K | 0.03% | 145 |
|
2025
Q1 | – | Sell |
-308
| Closed | -$238K | – | 162 |
|
2024
Q4 | $238K | Sell |
308
-5
| -2% | -$3.86K | 0.03% | 133 |
|
2024
Q3 | $277K | Sell |
313
-470
| -60% | -$416K | 0.03% | 123 |
|
2024
Q2 | $710K | Buy |
783
+45
| +6% | +$40.8K | 0.1% | 79 |
|
2024
Q1 | $574K | Hold |
738
| – | – | 0.11% | 79 |
|
2023
Q4 | $430K | Buy |
+738
| New | +$430K | 0.08% | 84 |
|