Gitterman 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 | $261K | Sell |
335
-358
| -52% | -$279K | 0.06% | 98 |
|
|
2025
Q1 | $572K | Buy |
693
+143
| +26% | +$118K | 0.15% | 37 |
|
|
2024
Q4 | $424K | Buy |
550
+218
| +66% | +$168K | 0.18% | 46 |
|
|
2024
Q3 | $294K | Hold |
332
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $300K | Hold |
332
| – | – | 0.12% | 62 |
|
|
2024
Q1 | $258K | Buy |
+332
| New | +$258K | 0.1% | 73 |
|
|
2023
Q4 | – | Sell |
-920
| Closed | -$494K | – | 101 |
|
|
2023
Q3 | $494K | Buy |
+920
| New | +$494K | 0.23% | 21 |
|
|
2022
Q1 | – | Sell |
-1,347
| Closed | -$372K | – | 110 |
|
|
2021
Q4 | $372K | Buy |
+1,347
| New | +$372K | 0.28% | 46 |
|
|
2021
Q3 | – | Sell |
-1,410
| Closed | -$324K | – | 84 |
|
|
2021
Q2 | $324K | Buy |
+1,410
| New | +$324K | 0.26% | 38 |
|