Spartan Planning & 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 | – | Sell |
-1,427
| Closed | -$1.18M | – | 83 |
|
|
2025
Q1 | $1.18M | Buy |
1,427
+683
| +92% | +$564K | 1.14% | 22 |
|
|
2024
Q4 | $574K | Buy |
+744
| New | +$574K | 0.52% | 37 |
|
|
2023
Q4 | $747K | Buy |
1,282
+547
| +74% | +$319K | 0.8% | 23 |
|
|
2023
Q3 | $395K | Buy |
+735
| New | +$395K | 0.46% | 32 |
|
|
2022
Q4 | $463K | Sell |
1,265
-86
| -6% | -$31.5K | 0.58% | 28 |
|
|
2022
Q3 | $437K | Buy |
1,351
+723
| +115% | +$234K | 0.57% | 18 |
|
|
2022
Q2 | $204K | Buy |
628
+350
| +126% | +$114K | 0.27% | 33 |
|
|
2022
Q1 | $80K | Buy |
+278
| New | +$80K | 0.1% | 72 |
|