Napa 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 | – | Sell |
-362
| Closed | -$299K | – | 156 |
|
|
2025
Q1 | $299K | Sell |
362
-14
| -4% | -$11.6K | 0.17% | 139 |
|
|
2024
Q4 | $290K | Sell |
376
-2,672
| -88% | -$2.06M | 0.13% | 146 |
|
|
2024
Q3 | $2.7M | Buy |
3,048
+2,412
| +379% | +$2.14M | 1.28% | 11 |
|
|
2024
Q2 | $576K | Buy |
+636
| New | +$576K | 0.39% | 67 |
|
|
2024
Q1 | – | Sell |
-4,545
| Closed | -$2.65M | – | 92 |
|
|
2023
Q4 | $2.65M | Buy |
+4,545
| New | +$2.65M | 1.44% | 17 |
|