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Sage Private Wealth Group’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
1,516
-13
-0.9% -$10.1K 0.76% 14
2025
Q1
$1.26M Sell
1,529
-14
-0.9% -$11.6K 0.96% 10
2024
Q4
$1.19M Sell
1,543
-95
-6% -$73.3K 0.89% 11
2024
Q3
$1.45M Sell
1,638
-33
-2% -$29.2K 1.14% 8
2024
Q2
$1.51M Sell
1,671
-59
-3% -$53.4K 1.27% 8
2024
Q1
$1.35M Buy
1,730
+19
+1% +$14.8K 1.08% 12
2023
Q4
$997K Buy
+1,711
New +$997K 0.89% 12