Paragon Private 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 | $1.43M | Buy |
1,840
+240
| +15% | +$187K | 0.57% | 47 |
|
|
2025
Q1 | $1.32M | Buy |
1,600
+277
| +21% | +$229K | 0.61% | 49 |
|
|
2024
Q4 | $1.02M | Buy |
1,323
+89
| +7% | +$68.7K | 0.47% | 59 |
|
|
2024
Q3 | $1.09M | Buy |
1,234
+537
| +77% | +$476K | 0.54% | 53 |
|
|
2024
Q2 | $631K | Sell |
697
-297
| -30% | -$269K | 0.36% | 80 |
|
|
2024
Q1 | $773K | Sell |
994
-8
| -0.8% | -$6.22K | 0.46% | 68 |
|
|
2023
Q4 | $584K | Buy |
1,002
+19
| +2% | +$11.1K | 0.41% | 76 |
|
|
2023
Q3 | $528K | Buy |
983
+37
| +4% | +$19.9K | 0.44% | 73 |
|
|
2023
Q2 | $444K | Hold |
946
| – | – | 0.35% | 84 |
|
|
2023
Q1 | $325K | Hold |
946
| – | – | 0.27% | 99 |
|
|
2022
Q4 | $346K | Hold |
946
| – | – | 0.31% | 87 |
|
|
2022
Q3 | $332K | Hold |
946
| – | – | 0.32% | 86 |
|
|
2022
Q2 | $307K | Hold |
946
| – | – | 0.33% | 81 |
|
|
2022
Q1 | $287K | Sell |
946
-44
| -4% | -$13.3K | 0.28% | 86 |
|
|
2021
Q4 | $273K | Buy |
+990
| New | +$273K | 0.24% | 92 |
|