Peak Financial 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 | $223K | Sell |
286
-34
| -11% | -$26.5K | 0.06% | 89 |
|
|
2025
Q1 | $264K | Sell |
320
-45
| -12% | -$37.2K | 0.08% | 76 |
|
|
2024
Q4 | $282K | Buy |
365
+136
| +59% | +$105K | 0.08% | 77 |
|
|
2024
Q3 | $203K | Sell |
229
-189
| -45% | -$167K | 0.06% | 98 |
|
|
2024
Q2 | $378K | Sell |
418
-235
| -36% | -$213K | 0.12% | 68 |
|
|
2024
Q1 | $508K | Buy |
653
+263
| +67% | +$205K | 0.16% | 54 |
|
|
2023
Q4 | $227K | Buy |
+390
| New | +$227K | 0.08% | 79 |
|
|
2023
Q3 | – | Sell |
-584
| Closed | -$274K | – | 75 |
|
|
2023
Q2 | $274K | Buy |
+584
| New | +$274K | 0.1% | 71 |
|