Ridgecrest Wealth Partners’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 | $689K | Sell |
884
-27
| -3% | -$21K | 0.36% | 51 |
|
|
2025
Q1 | $752K | Hold |
911
| – | – | 0.39% | 49 |
|
|
2024
Q4 | $703K | Buy |
911
+95
| +12% | +$73.3K | 0.38% | 50 |
|
|
2024
Q3 | $723K | Sell |
816
-40
| -5% | -$35.4K | 0.38% | 49 |
|
|
2024
Q2 | $775K | Hold |
856
| – | – | 0.47% | 42 |
|
|
2024
Q1 | $666K | Hold |
856
| – | – | 0.4% | 52 |
|
|
2023
Q4 | $499K | Buy |
856
+10
| +1% | +$5.83K | 0.33% | 57 |
|
|
2023
Q3 | $454K | Hold |
846
| – | – | 0.32% | 56 |
|
|
2023
Q2 | $397K | Sell |
846
-4
| -0.5% | -$1.88K | 0.26% | 62 |
|
|
2023
Q1 | $292K | Hold |
850
| – | – | 0.21% | 74 |
|
|
2022
Q4 | $311K | Sell |
850
-200
| -19% | -$73.2K | 0.24% | 67 |
|
|
2022
Q3 | $340K | Sell |
1,050
-100
| -9% | -$32.4K | 0.28% | 65 |
|
|
2022
Q2 | $373K | Hold |
1,150
| – | – | 0.27% | 63 |
|
|
2022
Q1 | $329K | Sell |
1,150
-370
| -24% | -$106K | 0.21% | 84 |
|
|
2021
Q4 | $420K | Hold |
1,520
| – | – | 0.2% | 84 |
|
|
2021
Q3 | $351K | Buy |
+1,520
| New | +$351K | 0.19% | 85 |
|