Holistic Planning’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 | $401K | Buy |
514
+227
| +79% | +$177K | 0.11% | 143 |
|
|
2025
Q1 | $237K | Buy |
+287
| New | +$237K | 0.08% | 166 |
|
|
2024
Q4 | – | Sell |
-249
| Closed | -$221K | – | 177 |
|
|
2024
Q3 | $221K | Sell |
249
-19
| -7% | -$16.8K | 0.09% | 142 |
|
|
2024
Q2 | $208K | Hold |
268
| – | – | 0.16% | 111 |
|
|
2024
Q1 | $208K | Buy |
+268
| New | +$208K | 0.16% | 112 |
|