Summit Wealth & Retirement Planning’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 | $783K | Buy |
1,004
+406
| +68% | +$316K | 0.21% | 37 |
|
|
2025
Q1 | $494K | Buy |
598
+52
| +10% | +$42.9K | 0.15% | 44 |
|
|
2024
Q4 | $422K | Buy |
546
+250
| +84% | +$193K | 0.13% | 51 |
|
|
2024
Q3 | $262K | Buy |
+296
| New | +$262K | 0.08% | 57 |
|
|
2022
Q4 | – | Sell |
-1,666
| Closed | -$539K | – | 117 |
|
|
2022
Q3 | $539K | Hold |
1,666
| – | – | 0.21% | 59 |
|
|
2022
Q2 | $540K | Buy |
+1,666
| New | +$540K | 0.21% | 62 |
|
|
2019
Q3 | – | Sell |
-2,271
| Closed | -$252K | – | 127 |
|
|
2019
Q2 | $252K | Hold |
2,271
| – | – | 0.15% | 116 |
|
|
2019
Q1 | $295K | Sell |
2,271
-11
| -0.5% | -$1.43K | 0.18% | 111 |
|
|
2018
Q4 | $264K | Buy |
+2,282
| New | +$264K | 0.2% | 98 |
|