Physician 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 | $799K | Sell |
1,024
-372
| -27% | -$290K | 0.13% | 75 |
|
|
2025
Q1 | $1.15M | Sell |
1,396
-10
| -0.7% | -$8.26K | 0.2% | 60 |
|
|
2024
Q4 | $1.09M | Buy |
1,406
+265
| +23% | +$205K | 0.18% | 63 |
|
|
2024
Q3 | $1.04M | Sell |
1,141
-346
| -23% | -$316K | 0.19% | 64 |
|
|
2024
Q2 | $1.4M | Buy |
1,487
+289
| +24% | +$272K | 0.26% | 57 |
|
|
2024
Q1 | $895K | Buy |
1,198
+243
| +25% | +$181K | 0.19% | 66 |
|
|
2023
Q4 | $602K | Buy |
955
+60
| +7% | +$37.9K | 0.13% | 78 |
|
|
2023
Q3 | $512K | Hold |
895
| – | – | 0.13% | 76 |
|
|
2023
Q2 | $413K | Hold |
895
| – | – | 0.1% | 89 |
|
|
2023
Q1 | $332K | Hold |
895
| – | – | 0.09% | 99 |
|
|
2022
Q4 | $310K | Hold |
895
| – | – | 0.08% | 104 |
|
|
2022
Q3 | $297K | Hold |
895
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $290K | Hold |
895
| – | – | 0.08% | 117 |
|
|
2022
Q1 | $264K | Hold |
895
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $232K | Hold |
895
| – | – | 0.06% | 144 |
|
|
2021
Q3 | $213K | Hold |
895
| – | – | 0.06% | 149 |
|
|
2021
Q2 | $213K | Buy |
+895
| New | +$213K | 0.06% | 144 |
|