Jessup 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 | $915K | Buy |
1,174
+852
| +265% | +$664K | 0.37% | 39 |
|
|
2025
Q1 | $266K | Sell |
322
-70
| -18% | -$57.8K | 0.11% | 63 |
|
|
2024
Q4 | $303K | Buy |
392
+19
| +5% | +$14.7K | 0.13% | 57 |
|
|
2024
Q3 | $331K | Sell |
373
-17
| -4% | -$15.1K | 0.15% | 48 |
|
|
2024
Q2 | $353K | Hold |
390
| – | – | 0.15% | 46 |
|
|
2024
Q1 | $303K | Buy |
+390
| New | +$303K | 0.13% | 49 |
|
|
2023
Q1 | – | Sell |
-13,266
| Closed | -$4.85M | – | 72 |
|
|
2022
Q4 | $4.85M | Buy |
+13,266
| New | +$4.85M | 3.08% | 10 |
|