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Intrepid Financial Planning Group’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.25M Sell
8,023
-5
-0.1% -$3.9K 2.63% 10
2025
Q1
$6.63M Sell
8,028
-3,250
-29% -$2.68M 3.07% 9
2024
Q4
$8.71M Sell
11,278
-104
-0.9% -$80.3K 3.68% 6
2024
Q3
$10.1M Sell
11,382
-514
-4% -$455K 4.32% 5
2024
Q2
$10.8M Buy
11,896
+10
+0.1% +$9.05K 4.62% 5
2024
Q1
$9.25M Buy
11,886
+31
+0.3% +$24.1K 3.99% 5
2023
Q4
$6.91M Buy
11,855
+851
+8% +$496K 3.31% 8
2023
Q3
$5.91M Buy
11,004
+171
+2% +$91.9K 3.06% 8
2023
Q2
$5.08M Buy
10,833
+149
+1% +$69.9K 2.44% 9
2023
Q1
$3.67M Sell
10,684
-65
-0.6% -$22.3K 1.85% 13
2022
Q4
$3.93M Sell
10,749
-1,002
-9% -$367K 2.14% 12
2022
Q3
$3.8M Buy
11,751
+25
+0.2% +$8.08K 2.16% 13
2022
Q2
$3.8M Buy
+11,726
New +$3.8M 2.09% 12