Meredith Wealth Planning’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
$281K Sell
360
-3
-0.8% -$2.34K 0.1% 52
2025
Q1
$300K Hold
363
0.13% 42
2024
Q4
$280K Hold
363
0.12% 45
2024
Q3
$321K Sell
363
-8
-2% -$7.08K 0.15% 38
2024
Q2
$336K Buy
371
+1
+0.3% +$905 0.18% 35
2024
Q1
$288K Sell
370
-36
-9% -$28K 0.16% 35
2023
Q4
$237K Hold
406
0.15% 40
2023
Q3
$218K Buy
+406
New +$218K 0.16% 39