Transform Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.3M | Buy |
14,912
+7,134
| +92% | +$5.89M | 0.75% | 43 |
|
|
2024
Q4 | $6M | Buy |
7,778
+2,707
| +53% | +$2.09M | 0.33% | 69 |
|
|
2024
Q3 | $4.49M | Sell |
5,071
-191
| -4% | -$169K | 0.3% | 73 |
|
|
2024
Q2 | $4.76M | Sell |
5,262
-127
| -2% | -$115K | 0.36% | 71 |
|
|
2024
Q1 | $4.19M | Sell |
5,389
-4,050
| -43% | -$3.15M | 0.4% | 74 |
|
|
2023
Q4 | $5.5M | Sell |
9,439
-1,533
| -14% | -$894K | 0.54% | 64 |
|
|
2023
Q3 | $5.89M | Sell |
10,972
-11,679
| -52% | -$6.27M | 0.62% | 54 |
|
|
2023
Q2 | $10.6M | Sell |
22,651
-5,580
| -20% | -$2.62M | 0.95% | 32 |
|
|
2023
Q1 | $9.69M | Buy |
28,231
+14,109
| +100% | +$4.85M | 0.91% | 33 |
|
|
2022
Q4 | $5.17M | Buy |
+14,122
| New | +$5.17M | 0.58% | 59 |
|
|
2018
Q1 | – | Sell |
-27,882
| Closed | -$2.36M | – | 247 |
|
|
2017
Q4 | $2.36M | Buy |
27,882
+1,196
| +4% | +$101K | 0.43% | 80 |
|
|
2017
Q3 | $2.28M | Buy |
+26,686
| New | +$2.28M | 0.8% | 34 |
|
|
2017
Q2 | – | Sell |
-22,264
| Closed | -$1.87M | – | 99 |
|
|
2017
Q1 | $1.87M | Buy |
22,264
+13,502
| +154% | +$1.14M | 0.7% | 35 |
|
|
2016
Q4 | $644K | Buy |
8,762
+697
| +9% | +$51.2K | 0.26% | 133 |
|
|
2016
Q3 | $647K | Sell |
8,065
-648
| -7% | -$52K | 0.28% | 117 |
|
|
2016
Q2 | $686K | Buy |
+8,713
| New | +$686K | 0.29% | 113 |
|