National Wealth Management Group’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.01M | Buy |
1,226
+900
| +276% | +$743K | 0.67% | 31 |
|
|
2024
Q4 | $252K | Buy |
326
+52
| +19% | +$40.2K | 0.17% | 120 |
|
|
2024
Q3 | $243K | Sell |
274
-775
| -74% | -$687K | 0.16% | 128 |
|
|
2024
Q2 | $950K | Sell |
1,049
-140
| -12% | -$127K | 0.72% | 37 |
|
|
2024
Q1 | $925K | Buy |
1,189
+738
| +164% | +$574K | 0.72% | 37 |
|
|
2023
Q4 | $263K | Buy |
+451
| New | +$263K | 0.25% | 110 |
|
|
2023
Q2 | – | Sell |
-1,730
| Closed | -$751K | – | 157 |
|
|
2023
Q1 | $751K | Sell |
1,730
-660
| -28% | -$287K | 0.86% | 32 |
|
|
2022
Q4 | $874K | Buy |
+2,390
| New | +$874K | 1.05% | 23 |
|
|
2022
Q3 | – | Sell |
-2,303
| Closed | -$747K | – | 145 |
|
|
2022
Q2 | $747K | Buy |
+2,303
| New | +$747K | 0.94% | 25 |
|