Iams 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 | – | Sell |
-368
| Closed | -$304K | – | 183 |
|
|
2025
Q1 | $304K | Buy |
368
+45
| +14% | +$37.2K | 0.14% | 138 |
|
|
2024
Q4 | $249K | Sell |
323
-213
| -40% | -$164K | 0.11% | 147 |
|
|
2024
Q3 | $475K | Buy |
536
+96
| +22% | +$85.1K | 0.23% | 103 |
|
|
2024
Q2 | $398K | Buy |
440
+30
| +7% | +$27.2K | 0.22% | 106 |
|
|
2024
Q1 | $311K | Buy |
+410
| New | +$311K | 0.19% | 97 |
|