Peterson 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
Q1 | $3.43M | Sell |
4,157
-794
| -16% | -$656K | 2.31% | 16 |
|
|
2024
Q4 | $3.82M | Buy |
4,951
+1,065
| +27% | +$822K | 2.27% | 17 |
|
|
2024
Q3 | $3.44M | Sell |
3,886
-801
| -17% | -$710K | 2.2% | 17 |
|
|
2024
Q2 | $4.24M | Buy |
4,687
+1,198
| +34% | +$1.08M | 2.62% | 14 |
|
|
2024
Q1 | $2.71M | Buy |
3,489
+700
| +25% | +$545K | 1.96% | 18 |
|
|
2023
Q4 | $1.63M | Sell |
2,789
-285
| -9% | -$166K | 1.46% | 22 |
|
|
2023
Q3 | $1.65M | Sell |
3,074
-1,062
| -26% | -$570K | 1.36% | 21 |
|
|
2023
Q2 | $1.94M | Buy |
4,136
+29
| +0.7% | +$13.6K | 1.54% | 16 |
|
|
2023
Q1 | $1.41M | Buy |
4,107
+1,115
| +37% | +$383K | 1.35% | 21 |
|
|
2022
Q4 | $1.09M | Sell |
2,992
-1,327
| -31% | -$485K | 1.12% | 26 |
|
|
2022
Q3 | $1.4M | Buy |
4,319
+127
| +3% | +$41.1K | 1.3% | 23 |
|
|
2022
Q2 | $1.36M | Buy |
4,192
+28
| +0.7% | +$9.08K | 1.76% | 19 |
|
|
2022
Q1 | $1.19M | Buy |
+4,164
| New | +$1.19M | 0.8% | 38 |
|