Kelleher Financial Advisors’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 | $364K | Hold |
467
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $385K | Sell |
467
-6
| -1% | -$4.95K | 0.15% | 88 |
|
|
2024
Q4 | $365K | Buy |
473
+107
| +29% | +$82.5K | 0.14% | 89 |
|
|
2024
Q3 | $324K | Hold |
366
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $331K | Sell |
366
-10
| -3% | -$9.05K | 0.14% | 88 |
|
|
2024
Q1 | $293K | Hold |
376
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $219K | Hold |
376
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $202K | Buy |
+376
| New | +$202K | 0.1% | 99 |
|