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 |
|