Journey Strategic 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
$4.65M Buy
5,962
+2,484
+71% +$1.94M 0.15% 49
2025
Q1
$2.87M Buy
3,478
+468
+16% +$387K 0.1% 63
2024
Q4
$2.32M Buy
3,010
+92
+3% +$71K 0.09% 64
2024
Q3
$2.59M Buy
2,918
+490
+20% +$434K 0.09% 57
2024
Q2
$2.2M Buy
2,428
+171
+8% +$155K 0.09% 44
2024
Q1
$1.76M Buy
2,257
+688
+44% +$535K 0.08% 47
2023
Q4
$915K Sell
1,569
-42
-3% -$24.5K 0.04% 69
2023
Q3
$865K Sell
1,611
-187
-10% -$100K 0.04% 66
2023
Q2
$843K Sell
1,798
-147
-8% -$68.9K 0.04% 64
2023
Q1
$668K Sell
1,945
-54
-3% -$18.5K 0.07% 83
2022
Q4
$731K Sell
1,999
-53
-3% -$19.4K 0.09% 73
2022
Q3
$664K Buy
2,052
+379
+23% +$123K 0.09% 53
2022
Q2
$543K Hold
1,673
0.07% 54
2022
Q1
$479K Buy
1,673
+37
+2% +$10.6K 0.05% 54
2021
Q4
$452K Buy
+1,636
New +$452K 0.05% 82