Invenio 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 | $1.05M | Sell |
1,348
-216
| -14% | -$168K | 0.42% | 36 |
|
|
2025
Q1 | $1.29M | Sell |
1,564
-45
| -3% | -$37.2K | 0.54% | 31 |
|
|
2024
Q4 | $1.24M | Buy |
1,609
+98
| +6% | +$75.7K | 0.52% | 34 |
|
|
2024
Q3 | $1.34M | Buy |
1,511
+297
| +24% | +$263K | 0.58% | 30 |
|
|
2024
Q2 | $1.1M | Sell |
1,214
-20
| -2% | -$18.1K | 0.54% | 30 |
|
|
2024
Q1 | $960K | Sell |
1,234
-343
| -22% | -$267K | 0.52% | 33 |
|
|
2023
Q4 | $919K | Sell |
1,577
-194
| -11% | -$113K | 0.66% | 32 |
|
|
2023
Q3 | $951K | Sell |
1,771
-58
| -3% | -$31.2K | 0.87% | 29 |
|
|
2023
Q2 | $858K | Buy |
+1,829
| New | +$858K | 0.97% | 23 |
|