Forza 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 | $1.94M | Sell |
2,495
-37
| -1% | -$28.8K | 0.8% | 36 |
|
|
2025
Q1 | $2.09M | Sell |
2,532
-193
| -7% | -$159K | 0.94% | 30 |
|
|
2024
Q4 | $2.1M | Sell |
2,725
-200
| -7% | -$154K | 0.96% | 30 |
|
|
2024
Q3 | $2.59M | Hold |
2,925
| – | – | 1.19% | 25 |
|
|
2024
Q2 | $2.65M | Hold |
2,925
| – | – | 1.37% | 22 |
|
|
2024
Q1 | $2.28M | Hold |
2,925
| – | – | 1.18% | 22 |
|
|
2023
Q4 | $1.71M | Sell |
2,925
-1,525
| -34% | -$889K | 0.94% | 29 |
|
|
2023
Q3 | $2.39M | Hold |
4,450
| – | – | 1.23% | 21 |
|
|
2023
Q2 | $2.09M | Buy |
4,450
+150
| +3% | +$70.3K | 1.05% | 22 |
|
|
2023
Q1 | $1.48M | Buy |
4,300
+2,141
| +99% | +$735K | 0.76% | 34 |
|
|
2022
Q4 | $790K | Buy |
+2,159
| New | +$790K | 0.52% | 56 |
|