Fulcrum Equity 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
-284
Closed -$235K 117
2025
Q1
$235K Sell
284
-46
-14% -$38K 0.26% 83
2024
Q4
$255K Sell
330
-232
-41% -$179K 0.25% 92
2024
Q3
$498K Buy
562
+157
+39% +$139K 0.42% 78
2024
Q2
$367K Buy
+405
New +$367K 0.33% 93
2023
Q1
Sell
-561
Closed -$205K 97
2022
Q4
$205K Buy
+561
New +$205K 0.17% 69
2022
Q3
Sell
-776
Closed -$252K 87
2022
Q2
$252K Buy
+776
New +$252K 0.2% 58