Instrumental Wealth’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 | $267K | Buy |
346
+25
| +8% | +$19.3K | 0.21% | 47 |
|
|
2025
Q1 | $284K | Buy |
321
+34
| +12% | +$30.1K | 0.26% | 43 |
|
|
2024
Q4 | $251K | Hold |
287
| – | – | 0.24% | 42 |
|
|
2024
Q3 | $266K | Sell |
287
-49
| -15% | -$45.5K | 0.26% | 36 |
|
|
2024
Q2 | $276K | Sell |
336
-3
| -0.9% | -$2.47K | 0.29% | 35 |
|
|
2024
Q1 | $274K | Buy |
+339
| New | +$274K | 0.12% | 34 |
|