Sterling Financial Planning’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$598K Hold
2025
Q2
$611K Sell
2025
Q1
$659K Buy
2024
Q4
$591K Sell
2024
Q3
$713K Sell
2024
Q2
$764K Sell
2024
Q1
$671K Buy
2023
Q4
$500K Buy
2023
Q3
$450K Hold
2023
Q2
$393K Hold
2023
Q1
$287K Hold
2022
Q4
$306K Sell
2022
Q3
$275K Hold
2022
Q2
$276K Hold
2022
Q1
$244K Hold
2021
Q4
$235K Hold
2021
Q3
$197K Sell
2021
Q2
$217K Hold
2021
Q1
$177K Hold
2020
Q4
$160K Buy