Montis Financial’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 | $562K | Hold |
721
| – | – | 0.16% | 79 |
|
|
2025
Q1 | $596K | Sell |
721
-30
| -4% | -$24.8K | 0.18% | 78 |
|
|
2024
Q4 | $580K | Buy |
751
+238
| +46% | +$184K | 0.18% | 75 |
|
|
2024
Q3 | $455K | Buy |
513
+40
| +8% | +$35.5K | 0.16% | 70 |
|
|
2024
Q2 | $428K | Hold |
473
| – | – | 0.2% | 55 |
|
|
2024
Q1 | $368K | Buy |
473
+9
| +2% | +$7.01K | 0.17% | 58 |
|
|
2023
Q4 | $271K | Buy |
464
+40
| +9% | +$23.3K | 0.16% | 61 |
|
|
2023
Q3 | $228K | Buy |
+424
| New | +$228K | 0.15% | 60 |
|