Planned Solutions’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
$1.88M Sell
2,414
-156
-6% -$122K 0.72% 24
2025
Q1
$2.12M Sell
2,570
-40
-2% -$33K 0.86% 20
2024
Q4
$2.01M Sell
2,610
-303
-10% -$234K 0.81% 20
2024
Q3
$2.58M Sell
2,913
-328
-10% -$291K 1.04% 16
2024
Q2
$2.93M Sell
3,241
-339
-9% -$307K 1.42% 15
2024
Q1
$2.79M Buy
3,580
+154
+4% +$120K 1.37% 16
2023
Q4
$2M Sell
3,426
-417
-11% -$243K 0.93% 17
2023
Q3
$2.06M Hold
3,843
1.24% 15
2023
Q2
$1.8M Sell
3,843
-145
-4% -$68K 1.07% 16
2023
Q1
$1.37M Sell
3,988
-652
-14% -$224K 0.87% 17
2022
Q4
$1.7M Hold
4,640
1.24% 15
2022
Q3
$1.5M Hold
4,640
1.25% 17
2022
Q2
$1.5M Hold
4,640
1.41% 14
2022
Q1
$1.33M Hold
4,640
0.93% 17
2021
Q4
$1.28M Buy
+4,640
New +$1.28M 0.86% 16
2021
Q2
$1.2M Hold
5,205
0.83% 16
2021
Q1
$972K Sell
5,205
-80
-2% -$14.9K 0.76% 17
2020
Q4
$892K Hold
5,285
0.71% 15
2020
Q3
$782K Buy
+5,285
New +$782K 0.76% 15