Kowal Investment Group’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.36M | Buy |
1,531
+244
| +19% | +$216K | 0.25% | 60 |
|
|
2024
Q2 | $1.17M | Buy |
1,287
+184
| +17% | +$167K | 0.23% | 65 |
|
|
2024
Q1 | $858K | Buy |
1,103
+172
| +18% | +$134K | 0.19% | 73 |
|
|
2023
Q4 | $543K | Buy |
931
+44
| +5% | +$25.6K | 0.13% | 89 |
|
|
2023
Q3 | $477K | Buy |
887
+155
| +21% | +$83.3K | 0.13% | 88 |
|
|
2023
Q2 | $343K | Buy |
732
+90
| +14% | +$42.2K | 0.09% | 109 |
|
|
2023
Q1 | $220K | Sell |
642
-458
| -42% | -$157K | 0.06% | 144 |
|
|
2022
Q4 | $402K | Buy |
1,100
+124
| +13% | +$45.4K | 0.12% | 96 |
|
|
2022
Q3 | $316K | Buy |
976
+34
| +4% | +$11K | 0.11% | 99 |
|
|
2022
Q2 | $305K | Buy |
+942
| New | +$305K | 0.1% | 102 |
|
|
2021
Q4 | – | Sell |
-516
| Closed | -$119K | – | 575 |
|
|
2021
Q3 | $119K | Buy |
+516
| New | +$119K | 0.04% | 134 |
|