Phillips Wealth Planners’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 | $205K | Sell |
264
-13
| -5% | -$10.1K | 0.19% | 186 |
|
|
2025
Q1 | $203K | Sell |
277
-25
| -8% | -$18.3K | 0.21% | 168 |
|
|
2024
Q4 | $242K | Buy |
302
+32
| +12% | +$25.6K | 0.24% | 148 |
|
|
2024
Q3 | $247K | Sell |
270
-1
| -0.4% | -$916 | 0.24% | 155 |
|
|
2024
Q2 | $255K | Buy |
271
+3
| +1% | +$2.82K | 0.27% | 141 |
|
|
2024
Q1 | $200K | Sell |
268
-187
| -41% | -$140K | 0.23% | 171 |
|
|
2023
Q4 | $284K | Sell |
455
-106
| -19% | -$66.1K | 0.34% | 106 |
|
|
2023
Q3 | $331K | Sell |
561
-200
| -26% | -$118K | 0.45% | 86 |
|
|
2023
Q2 | $357K | Sell |
761
-57
| -7% | -$26.7K | 0.47% | 83 |
|
|
2023
Q1 | $332K | Sell |
818
-11
| -1% | -$4.46K | 0.44% | 87 |
|
|
2022
Q4 | $290K | Buy |
+829
| New | +$290K | 0.51% | 72 |
|