Phillips Financial 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 | $1.01M | Buy |
1,301
+75
| +6% | +$58.5K | 0.07% | 106 |
|
|
2025
Q1 | $1.01M | Sell |
1,226
-3
| -0.2% | -$2.48K | 0.08% | 106 |
|
|
2024
Q4 | $948K | Sell |
1,229
-67
| -5% | -$51.7K | 0.07% | 107 |
|
|
2024
Q3 | $1.15M | Sell |
1,296
-69
| -5% | -$61.2K | 0.09% | 104 |
|
|
2024
Q2 | $1.24M | Buy |
1,365
+259
| +23% | +$235K | 0.1% | 98 |
|
|
2024
Q1 | $860K | Buy |
1,106
+58
| +6% | +$45.1K | 0.07% | 111 |
|
|
2023
Q4 | $611K | Buy |
1,048
+45
| +4% | +$26.2K | 0.05% | 123 |
|
|
2023
Q3 | $539K | Sell |
1,003
-343
| -25% | -$184K | 0.05% | 127 |
|
|
2023
Q2 | $631K | Buy |
1,346
+446
| +50% | +$209K | 0.06% | 119 |
|
|
2023
Q1 | $309K | Buy |
900
+8
| +0.9% | +$2.75K | 0.03% | 142 |
|
|
2022
Q4 | $326K | Buy |
892
+233
| +35% | +$85.2K | 0.03% | 124 |
|
|
2022
Q3 | $213K | Buy |
+659
| New | +$213K | 0.02% | 138 |
|