PFG 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
$356K Buy
457
+23
+5% +$17.9K 0.18% 38
2025
Q1
$358K Sell
434
-34
-7% -$28.1K 0.19% 36
2024
Q4
$361K Buy
468
+5
+1% +$3.86K 0.21% 31
2024
Q3
$410K Sell
463
-2
-0.4% -$1.77K 0.24% 33
2024
Q2
$421K Sell
465
-1
-0.2% -$905 0.26% 31
2024
Q1
$363K Sell
466
-157
-25% -$122K 0.23% 33
2023
Q4
$363K Buy
623
+286
+85% +$167K 0.24% 27
2023
Q3
$181K Buy
337
+95
+39% +$51K 0.13% 36
2023
Q2
$113K Sell
242
-528
-69% -$248K 0.07% 89
2023
Q1
$264K Buy
770
+400
+108% +$137K 0.17% 31
2022
Q4
$135K Buy
370
+104
+39% +$37.9K 0.08% 69
2022
Q3
$86K Sell
266
-58
-18% -$18.8K 0.06% 90
2022
Q2
$105K Sell
324
-79
-20% -$25.6K 0.06% 93
2022
Q1
$115K Sell
403
-3
-0.7% -$856 0.06% 92
2021
Q4
$112K Sell
406
-26
-6% -$7.17K 0.06% 81
2021
Q3
$100K Buy
+432
New +$100K 0.06% 70