Fonville 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 |
-309
| Closed | -$255K | – | 124 |
|
2025
Q1 | $255K | Sell |
309
-35
| -10% | -$28.9K | 0.08% | 105 |
|
2024
Q4 | $266K | Sell |
344
-44
| -11% | -$34K | 0.09% | 95 |
|
2024
Q3 | $343K | Buy |
+388
| New | +$343K | 0.12% | 83 |
|
2024
Q2 | – | Sell |
-305
| Closed | -$237K | – | 99 |
|
2024
Q1 | $237K | Buy |
+305
| New | +$237K | 0.11% | 86 |
|