Phoenix Wealth Advisors’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 | $432K | Hold |
554
| – | – | 0.18% | 86 |
|
|
2025
Q1 | $458K | Buy |
554
+114
| +26% | +$94.2K | 0.2% | 80 |
|
|
2024
Q4 | $340K | Buy |
440
+4
| +0.9% | +$3.09K | 0.15% | 90 |
|
|
2024
Q3 | $386K | Hold |
436
| – | – | 0.18% | 87 |
|
|
2024
Q2 | $395K | Hold |
436
| – | – | 0.2% | 85 |
|
|
2024
Q1 | $339K | Hold |
436
| – | – | 0.21% | 89 |
|
|
2023
Q4 | $258K | Buy |
436
+30
| +7% | +$17.8K | 0.18% | 96 |
|
|
2023
Q3 | $218K | Buy |
+406
| New | +$218K | 0.13% | 106 |
|
|
2022
Q4 | – | Sell |
-1,614
| Closed | -$522K | – | 115 |
|
|
2022
Q3 | $522K | Sell |
1,614
-8
| -0.5% | -$2.59K | 0.52% | 43 |
|
|
2022
Q2 | $526K | Buy |
1,622
+88
| +6% | +$28.5K | 0.52% | 45 |
|
|
2022
Q1 | $469K | Hold |
1,534
| – | – | 0.48% | 52 |
|
|
2021
Q4 | $424K | Hold |
1,534
| – | – | 0.32% | 73 |
|
|
2021
Q3 | $354K | Hold |
1,534
| – | – | 0.26% | 77 |
|
|
2021
Q2 | $361K | Buy |
1,534
+9
| +0.6% | +$2.12K | 0.26% | 82 |
|
|
2021
Q1 | $282K | Buy |
1,525
+38
| +3% | +$7.03K | 0.22% | 87 |
|
|
2020
Q4 | $251K | Buy |
+1,487
| New | +$251K | 0.19% | 90 |
|