Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $170K | Hold |
220
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $195K | Hold |
220
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $199K | Hold |
220
| – | – | 0.04% | 147 |
|
|
2024
Q1 | $171K | Sell |
220
-208
| -49% | -$162K | 0.04% | 174 |
|
|
2023
Q4 | $249K | Buy |
428
+29
| +7% | +$16.9K | 0.06% | 117 |
|
|
2023
Q3 | $214K | Buy |
399
+43
| +12% | +$23.1K | 0.05% | 120 |
|
|
2023
Q2 | $167K | Buy |
356
+136
| +62% | +$63.8K | 0.04% | 159 |
|
|
2023
Q1 | $75.6K | Hold |
220
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $80.5K | Sell |
220
-292
| -57% | -$107K | 0.02% | 222 |
|
|
2022
Q3 | $166K | Buy |
512
+312
| +156% | +$101K | 0.04% | 142 |
|
|
2022
Q2 | $65K | Buy |
+200
| New | +$65K | 0.02% | 243 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 738 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 763 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 773 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$37 | – | 767 |
|
|
2021
Q1 | $37 | Hold |
200
| – | – | 0.01% | 313 |
|
|
2020
Q4 | $34K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $30K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $33K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $28K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $26K | Buy |
+200
| New | +$26K | 0.01% | 336 |
|