Summit Wealth Group’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 | $260K | Sell |
333
-17
| -5% | -$13.3K | 0.07% | 98 |
|
|
2025
Q1 | $289K | Buy |
350
+2
| +0.6% | +$1.65K | 0.08% | 81 |
|
|
2024
Q4 | $269K | Sell |
348
-60
| -15% | -$46.4K | 0.08% | 80 |
|
|
2024
Q3 | $361K | Hold |
408
| – | – | 0.1% | 64 |
|
|
2024
Q2 | $369K | Buy |
+408
| New | +$369K | 0.11% | 62 |
|
|
2023
Q2 | – | Sell |
-138,742
| Closed | – | – | 181 |
|
|
2023
Q1 | $0 | Buy |
+138,742
| New | – | ﹤0.01% | 214 |
|
|
2021
Q4 | – | Sell |
-1,271
| Closed | -$294K | – | 41 |
|
|
2021
Q3 | $294K | Buy |
+1,271
| New | +$294K | 0.46% | 33 |
|