Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
455
-76
| -14% | -$59.2K | 0.03% | 253 |
|
|
2025
Q1 | $438K | Hold |
531
| – | – | 0.04% | 250 |
|
|
2024
Q4 | $410K | Hold |
531
| – | – | 0.04% | 238 |
|
|
2024
Q3 | $470K | Sell |
531
-21
| -4% | -$18.6K | 0.04% | 227 |
|
|
2024
Q2 | $500K | Hold |
552
| – | – | 0.05% | 222 |
|
|
2024
Q1 | $430K | Sell |
552
-60
| -10% | -$46.7K | 0.04% | 230 |
|
|
2023
Q4 | $357K | Buy |
612
+137
| +29% | +$79.9K | 0.04% | 239 |
|
|
2023
Q3 | $255K | Hold |
475
| – | – | 0.03% | 256 |
|
|
2023
Q2 | $223K | Buy |
+475
| New | +$223K | 0.03% | 267 |
|
|
2023
Q1 | – | Sell |
-636
| Closed | -$233K | – | 285 |
|
|
2022
Q4 | $233K | Hold |
636
| – | – | 0.03% | 257 |
|
|
2022
Q3 | $206K | Hold |
636
| – | – | 0.03% | 261 |
|
|
2022
Q2 | $206K | Buy |
+636
| New | +$206K | 0.03% | 279 |
|