Joseph P. Lucia & Associates’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
$372K Buy
478
+27
+6% +$21K 0.15% 112
2025
Q1
$372K Buy
451
+19
+4% +$15.7K 0.17% 101
2024
Q4
$334K Sell
432
-167
-28% -$129K 0.15% 99
2024
Q3
$531K Buy
599
+268
+81% +$237K 0.24% 78
2024
Q2
$300K Buy
331
+30
+10% +$27.2K 0.15% 93
2024
Q1
$234K Buy
+301
New +$234K 0.13% 107