GeoWealth 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 | $3.37M | Buy |
4,320
+90
| +2% | +$70.2K | 0.13% | 93 |
|
|
2025
Q1 | $3.49M | Sell |
4,230
-1,621
| -28% | -$1.34M | 0.14% | 95 |
|
|
2024
Q4 | $4.52M | Buy |
5,851
+170
| +3% | +$131K | 0.15% | 109 |
|
|
2024
Q3 | $5.03M | Sell |
5,681
-366
| -6% | -$324K | 0.18% | 103 |
|
|
2024
Q2 | $5.47M | Buy |
6,047
+686
| +13% | +$621K | 0.24% | 65 |
|
|
2024
Q1 | $4.17M | Buy |
5,361
+437
| +9% | +$340K | 0.16% | 111 |
|
|
2023
Q4 | $2.87M | Buy |
+4,924
| New | +$2.87M | 0.24% | 93 |
|
|
2023
Q1 | – | Sell |
-892
| Closed | -$327K | – | 413 |
|
|
2022
Q4 | $327K | Sell |
892
-1,554
| -64% | -$570K | 0.03% | 182 |
|
|
2022
Q3 | $791K | Buy |
+2,446
| New | +$791K | 0.09% | 133 |
|