Peterson Wealth Services’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 | $3.59M | Buy |
4,600
+84
| +2% | +$65.5K | 0.98% | 28 |
|
|
2025
Q1 | $3.73M | Buy |
4,516
+138
| +3% | +$114K | 1.16% | 26 |
|
|
2024
Q4 | $3.38M | Sell |
4,378
-239
| -5% | -$185K | 1.01% | 26 |
|
|
2024
Q3 | $4.09M | Buy |
4,617
+100
| +2% | +$88.6K | 1.31% | 21 |
|
|
2024
Q2 | $4.09M | Buy |
4,517
+30
| +0.7% | +$27.2K | 1.43% | 20 |
|
|
2024
Q1 | $3.49M | Buy |
+4,487
| New | +$3.49M | 1.27% | 25 |
|