Philip James Wealth Mangement’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 | $3.49M | Sell |
4,479
-1,500
| -25% | -$1.17M | 0.45% | 48 |
|
|
2025
Q1 | $4.94M | Sell |
5,979
-216
| -3% | -$178K | 0.6% | 40 |
|
|
2024
Q4 | $4.78M | Sell |
6,195
-599
| -9% | -$462K | 0.62% | 40 |
|
|
2024
Q3 | $6.02M | Buy |
6,794
+6,346
| +1,417% | +$5.62M | 0.74% | 32 |
|
|
2024
Q2 | $406K | Sell |
448
-220
| -33% | -$199K | 0.27% | 37 |
|
|
2024
Q1 | $520K | Buy |
668
+1
| +0.1% | +$778 | 0.37% | 33 |
|
|
2023
Q4 | $389K | Buy |
+667
| New | +$389K | 0.3% | 41 |
|