StoneCrest 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
$4.88M Buy
6,262
+153
+3% +$119K 2.33% 16
2025
Q1
$5.05M Buy
6,109
+841
+16% +$695K 3.21% 8
2024
Q4
$4.07M Buy
5,268
+336
+7% +$259K 2.65% 15
2024
Q3
$4.37M Buy
4,932
+7
+0.1% +$6.2K 3.18% 12
2024
Q2
$4.46M Buy
4,925
+3,342
+211% +$3.03M 3.4% 11
2024
Q1
$1.23M Buy
1,583
+581
+58% +$452K 1.07% 23
2023
Q4
$584K Buy
+1,002
New +$584K 0.56% 35