RKL Wealth Management’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 | $2.17M | Sell |
2,782
-30
| -1% | -$23.4K | 0.19% | 64 |
|
|
2025
Q1 | $2.32M | Buy |
2,812
+86
| +3% | +$71K | 0.22% | 63 |
|
|
2024
Q4 | $2.1M | Sell |
2,726
-92
| -3% | -$71K | 0.19% | 68 |
|
|
2024
Q3 | $2.5M | Sell |
2,818
-86
| -3% | -$76.2K | 0.23% | 55 |
|
|
2024
Q2 | $2.63M | Sell |
2,904
-294
| -9% | -$266K | 0.25% | 53 |
|
|
2024
Q1 | $2.49M | Buy |
3,198
+194
| +6% | +$151K | 0.25% | 53 |
|
|
2023
Q4 | $1.75M | Buy |
3,004
+1,964
| +189% | +$1.15M | 0.19% | 62 |
|
|
2023
Q3 | $559K | Buy |
1,040
+93
| +10% | +$50K | 0.07% | 90 |
|
|
2023
Q2 | $444K | Sell |
947
-31
| -3% | -$14.5K | 0.05% | 101 |
|
|
2023
Q1 | $336K | Sell |
978
-35
| -3% | -$12K | 0.04% | 109 |
|
|
2022
Q4 | $371K | Sell |
1,013
-21
| -2% | -$7.69K | 0.05% | 107 |
|
|
2022
Q3 | $334K | Buy |
1,034
+12
| +1% | +$3.88K | 0.05% | 109 |
|
|
2022
Q2 | $331K | Sell |
1,022
-43
| -4% | -$13.9K | 0.05% | 110 |
|
|
2022
Q1 | $305K | Buy |
1,065
+258
| +32% | +$73.9K | 0.04% | 119 |
|
|
2021
Q4 | $223K | Buy |
+807
| New | +$223K | 0.03% | 123 |
|
|
2021
Q3 | – | Sell |
-2,669
| Closed | -$613K | – | 127 |
|
|
2021
Q2 | $613K | Buy |
+2,669
| New | +$613K | 0.08% | 87 |
|
|
2021
Q1 | – | Sell |
-1,263
| Closed | -$213K | – | 131 |
|
|
2020
Q4 | $213K | Buy |
+1,263
| New | +$213K | 0.03% | 121 |
|
|
2017
Q4 | – | Sell |
-2,755
| Closed | -$237K | – | 144 |
|
|
2017
Q3 | $237K | Buy |
+2,755
| New | +$237K | 0.07% | 139 |
|