Portside Wealth Group’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 | $7.05M | Sell |
9,045
-353
| -4% | -$275K | 1.04% | 17 |
|
|
2025
Q1 | $7.76M | Buy |
9,398
+2,538
| +37% | +$2.1M | 1.27% | 11 |
|
|
2024
Q4 | $5.3M | Buy |
6,860
+3,702
| +117% | +$2.86M | 0.88% | 23 |
|
|
2024
Q3 | $2.8M | Buy |
3,158
+365
| +13% | +$323K | 0.48% | 59 |
|
|
2024
Q2 | $2.53M | Sell |
2,793
-271
| -9% | -$245K | 0.48% | 55 |
|
|
2024
Q1 | $2.38M | Sell |
3,064
-51
| -2% | -$39.7K | 0.44% | 64 |
|
|
2023
Q4 | $1.82M | Buy |
3,115
+9
| +0.3% | +$5.25K | 0.34% | 82 |
|
|
2023
Q3 | $1.68M | Buy |
3,106
+2,103
| +210% | +$1.13M | 0.32% | 84 |
|
|
2023
Q2 | $470K | Buy |
+1,003
| New | +$470K | 0.09% | 201 |
|