Ledge Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.9M Sell
3,267
-137
-4% -$79.9K 0.74% 39
2023
Q3
$1.83M Buy
3,404
+312
+10% +$168K 0.82% 38
2023
Q2
$1.45M Sell
3,092
-2
-0.1% -$938 0.69% 39
2023
Q1
$1.06M Buy
+3,094
New +$1.06M 0.5% 43