IAG Wealth Partners’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 | $337K | Sell |
432
-3
| -0.7% | -$2.34K | 0.04% | 95 |
|
|
2025
Q1 | $359K | Sell |
435
-5
| -1% | -$4.13K | 0.06% | 85 |
|
|
2024
Q4 | $340K | Buy |
440
+6
| +1% | +$4.63K | 0.06% | 82 |
|
|
2024
Q3 | $384K | Hold |
434
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $393K | Sell |
434
-72
| -14% | -$65.2K | 0.08% | 73 |
|
|
2024
Q1 | $394K | Hold |
506
| – | – | 0.08% | 66 |
|
|
2023
Q4 | $295K | Hold |
506
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $272K | Hold |
506
| – | – | 0.08% | 71 |
|
|
2023
Q2 | $237K | Hold |
506
| – | – | 0.06% | 77 |
|
|
2023
Q1 | $174K | Hold |
506
| – | – | 0.05% | 83 |
|
|
2022
Q4 | $185K | Hold |
506
| – | – | 0.05% | 74 |
|
|
2022
Q3 | $164K | Sell |
506
-10
| -2% | -$3.24K | 0.05% | 69 |
|
|
2022
Q2 | $167K | Buy |
516
+10
| +2% | +$3.24K | 0.05% | 70 |
|
|
2022
Q1 | $145K | Hold |
506
| – | – | 0.05% | 76 |
|
|
2021
Q4 | $140K | Sell |
506
-53
| -9% | -$14.7K | 0.04% | 69 |
|
|
2021
Q3 | $130K | Buy |
559
+33
| +6% | +$7.67K | 0.05% | 66 |
|
|
2021
Q2 | $121K | Buy |
526
+100
| +23% | +$23K | 0.04% | 69 |
|
|
2021
Q1 | $80K | Hold |
426
| – | – | 0.03% | 84 |
|
|
2020
Q4 | $72K | Hold |
426
| – | – | 0.03% | 90 |
|
|
2020
Q3 | $64K | Hold |
426
| – | – | 0.03% | 94 |
|
|
2020
Q2 | $70K | Hold |
426
| – | – | 0.03% | 85 |
|
|
2020
Q1 | $60K | Hold |
426
| – | – | 0.04% | 87 |
|
|
2019
Q4 | $56K | Buy |
+426
| New | +$56K | 0.04% | 100 |
|