Peterson Wealth Advisors’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 | $654K | Buy |
839
+35
| +4% | +$27.3K | 0.11% | 55 |
|
|
2025
Q1 | $582K | Buy |
804
+1
| +0.1% | +$724 | 0.11% | 52 |
|
|
2024
Q4 | $628K | Buy |
803
+87
| +12% | +$68K | 0.11% | 49 |
|
|
2024
Q3 | $634K | Buy |
716
+56
| +8% | +$49.6K | 0.12% | 44 |
|
|
2024
Q2 | $598K | Buy |
660
+10
| +2% | +$9.05K | 0.13% | 44 |
|
|
2024
Q1 | $506K | Sell |
650
-26
| -4% | -$20.2K | 0.11% | 45 |
|
|
2023
Q4 | $394K | Buy |
676
+25
| +4% | +$14.6K | 0.09% | 47 |
|
|
2023
Q3 | $350K | Sell |
651
-11
| -2% | -$5.91K | 0.09% | 47 |
|
|
2023
Q2 | $305K | Hold |
662
| – | – | 0.08% | 51 |
|
|
2023
Q1 | $227K | Hold |
662
| – | – | 0.06% | 59 |
|
|
2022
Q4 | $242K | Hold |
662
| – | – | 0.07% | 55 |
|
|
2022
Q3 | $214K | Buy |
662
+11
| +2% | +$3.56K | 0.07% | 56 |
|
|
2022
Q2 | $211K | Buy |
+651
| New | +$211K | 0.07% | 54 |
|