Sage Investment Advisers’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $236K | Hold |
266
| – | – | 0.25% | 65 |
|
|
2024
Q2 | $241K | Sell |
266
-129
| -33% | -$117K | 0.27% | 59 |
|
|
2024
Q1 | $307K | Sell |
395
-211
| -35% | -$164K | 0.35% | 54 |
|
|
2023
Q4 | $353K | Sell |
606
-13
| -2% | -$7.58K | 0.43% | 47 |
|
|
2023
Q3 | $333K | Buy |
619
+17
| +3% | +$9.13K | 0.46% | 45 |
|
|
2023
Q2 | $282K | Sell |
602
-80
| -12% | -$37.5K | 0.38% | 47 |
|
|
2023
Q1 | $234K | Buy |
+682
| New | +$234K | 0.31% | 52 |
|