FMA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$276K | – | 45 |
|
|
2025
Q1 | $276K | Hold |
300
| – | – | 0.21% | 34 |
|
|
2024
Q4 | $232K | Sell |
300
-50
| -14% | -$38.6K | 0.17% | 37 |
|
|
2024
Q3 | $310K | Sell |
350
-15
| -4% | -$13.3K | 0.22% | 32 |
|
|
2024
Q2 | $330K | Sell |
365
-100
| -22% | -$90.5K | 0.27% | 34 |
|
|
2024
Q1 | $362K | Hold |
465
| – | – | 0.3% | 33 |
|
|
2023
Q4 | $271K | Buy |
+465
| New | +$271K | 0.25% | 35 |
|