Summit Wealth & Retirement Planning’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $796K | Buy |
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|
2025
Q2 | $783K | Buy |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $262K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $539K | Hold |
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|
2022
Q2 | $540K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $264K | Buy |
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