Invictus Private 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 | – | Sell |
-265
| Closed | -$219K | – | 88 |
|
|
2025
Q1 | $219K | Sell |
265
-91
| -26% | -$75.2K | 0.02% | 76 |
|
|
2024
Q4 | $275K | Sell |
356
-65
| -15% | -$50.2K | 0.02% | 74 |
|
|
2024
Q3 | $373K | Buy |
421
+16
| +4% | +$14.2K | 0.03% | 64 |
|
|
2024
Q2 | $367K | Sell |
405
-5
| -1% | -$4.53K | 0.03% | 64 |
|
|
2024
Q1 | $319K | Sell |
410
-16
| -4% | -$12.4K | 0.03% | 74 |
|
|
2023
Q4 | $248K | Hold |
426
| – | – | 0.02% | 85 |
|
|
2023
Q3 | $229K | Sell |
426
-18
| -4% | -$9.67K | 0.03% | 87 |
|
|
2023
Q2 | $208K | Buy |
+444
| New | +$208K | 0.02% | 89 |
|