Planning Center Inc’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
$437K Hold
560
0.05% 46
2025
Q1
$463K Hold
560
0.05% 46
2024
Q4
$432K Hold
560
0.05% 43
2024
Q3
$496K Hold
560
0.06% 40
2024
Q2
$507K Hold
560
0.07% 39
2024
Q1
$436K Hold
560
0.09% 39
2023
Q4
$326K Sell
560
-2
-0.4% -$1.17K 0.08% 44
2023
Q3
$302K Hold
562
0.08% 46
2023
Q2
$264K Sell
562
-181
-24% -$84.9K 0.07% 54
2023
Q1
$279K Hold
743
0.08% 48
2022
Q4
$272K Buy
+743
New +$272K 0.08% 55