Lutz Financial Services’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 | $251K | Buy |
322
+14
| +5% | +$10.9K | 0.02% | 89 |
|
|
2025
Q1 | $254K | Sell |
308
-6
| -2% | -$4.96K | 0.02% | 86 |
|
|
2024
Q4 | $242K | Sell |
314
-1
| -0.3% | -$772 | 0.02% | 86 |
|
|
2024
Q3 | $279K | Sell |
315
-53
| -14% | -$47K | 0.02% | 81 |
|
|
2024
Q2 | $333K | Hold |
368
| – | – | 0.03% | 75 |
|
|
2024
Q1 | $286K | Sell |
368
-13
| -3% | -$10.1K | 0.03% | 79 |
|
|
2023
Q4 | $222K | Sell |
381
-11
| -3% | -$6.41K | 0.02% | 82 |
|
|
2023
Q3 | $211K | Sell |
392
-38
| -9% | -$20.4K | 0.02% | 79 |
|
|
2023
Q2 | $202K | Buy |
+430
| New | +$202K | 0.02% | 81 |
|