Rooted Wealth Advisors’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 | $451K | Buy |
568
+36
| +7% | +$28.6K | 0.16% | 73 |
|
|
2025
Q1 | $393K | Sell |
532
-57
| -10% | -$42.1K | 0.17% | 66 |
|
|
2024
Q4 | $456K | Sell |
589
-32
| -5% | -$24.8K | 0.18% | 60 |
|
|
2024
Q3 | $558K | Buy |
621
+106
| +21% | +$95.2K | 0.25% | 52 |
|
|
2024
Q2 | $437K | Buy |
515
+12
| +2% | +$10.2K | 0.19% | 58 |
|
|
2024
Q1 | $384K | Buy |
503
+24
| +5% | +$18.3K | 0.19% | 58 |
|
|
2023
Q4 | $338K | Buy |
479
+18
| +4% | +$12.7K | 0.18% | 59 |
|
|
2023
Q3 | $273K | Sell |
461
-12
| -3% | -$7.11K | 0.17% | 64 |
|
|
2023
Q2 | $220K | Buy |
+473
| New | +$220K | 0.15% | 77 |
|