Summit Wealth Partners’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 | $367K | Hold |
470
| – | – | 0.07% | 156 |
|
|
2025
Q1 | $388K | Buy |
470
+17
| +4% | +$14K | 0.08% | 147 |
|
|
2024
Q4 | $350K | Sell |
453
-28
| -6% | -$21.6K | 0.07% | 152 |
|
|
2024
Q3 | $426K | Buy |
481
+83
| +21% | +$73.5K | 0.08% | 154 |
|
|
2024
Q2 | $360K | Hold |
398
| – | – | 0.07% | 160 |
|
|
2024
Q1 | $310K | Hold |
398
| – | – | 0.07% | 174 |
|
|
2023
Q4 | $232K | Hold |
398
| – | – | 0.05% | 193 |
|
|
2023
Q3 | $214K | Buy |
+398
| New | +$214K | 0.05% | 175 |
|