Tandem Wealth Advisors’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 | $742K | Sell |
952
-32
| -3% | -$24.9K | 0.37% | 25 |
|
|
2025
Q1 | $813K | Buy |
984
+284
| +41% | +$235K | 0.43% | 21 |
|
|
2024
Q4 | $540K | Buy |
700
+47
| +7% | +$36.3K | 0.28% | 27 |
|
|
2024
Q3 | $579K | Sell |
653
-40
| -6% | -$35.4K | 0.29% | 24 |
|
|
2024
Q2 | $627K | Sell |
693
-5
| -0.7% | -$4.53K | 0.34% | 22 |
|
|
2024
Q1 | $543K | Sell |
698
-98
| -12% | -$76.2K | 0.3% | 22 |
|
|
2023
Q4 | $464K | Sell |
796
-38
| -5% | -$22.2K | 0.27% | 22 |
|
|
2023
Q3 | $448K | Sell |
834
-2
| -0.2% | -$1.07K | 0.27% | 22 |
|
|
2023
Q2 | $392K | Sell |
836
-349
| -29% | -$164K | 0.24% | 25 |
|
|
2023
Q1 | $407K | Sell |
1,185
-38
| -3% | -$13.1K | 0.25% | 25 |
|
|
2022
Q4 | $447K | Buy |
+1,223
| New | +$447K | 0.28% | 25 |
|