Kellett Wealth 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 | $214K | Buy |
275
+16
| +6% | +$12.5K | 0.14% | 66 |
|
|
2025
Q1 | $214K | Buy |
+259
| New | +$214K | 0.15% | 68 |
|
|
2024
Q4 | – | Sell |
-287
| Closed | -$254K | – | 75 |
|
|
2024
Q3 | $254K | Sell |
287
-1,084
| -79% | -$960K | 0.18% | 61 |
|
|
2024
Q2 | $1.24M | Hold |
1,371
| – | – | 1% | 16 |
|
|
2024
Q1 | $1.07M | Hold |
1,371
| – | – | 0.74% | 23 |
|
|
2023
Q4 | $799K | Buy |
1,371
+70
| +5% | +$40.8K | 0.59% | 29 |
|
|
2023
Q3 | $699K | Sell |
1,301
-297
| -19% | -$160K | 0.6% | 23 |
|
|
2023
Q2 | $749K | Sell |
1,598
-70
| -4% | -$32.8K | 0.68% | 20 |
|
|
2023
Q1 | $573K | Hold |
1,668
| – | – | 0.55% | 21 |
|
|
2022
Q4 | $610K | Hold |
1,668
| – | – | 0.59% | 21 |
|
|
2022
Q3 | $604K | Hold |
1,668
| – | – | 0.74% | 17 |
|
|
2022
Q2 | $541K | Buy |
+1,668
| New | +$541K | 0.7% | 21 |
|