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 |
|