Triad 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 | $1.08M | Buy |
1,385
+419
| +43% | +$327K | 0.22% | 79 |
|
|
2025
Q1 | $798K | Buy |
966
+114
| +13% | +$94.2K | 0.25% | 69 |
|
|
2024
Q4 | $658K | Buy |
+852
| New | +$658K | 0.24% | 73 |
|
|
2024
Q3 | – | Sell |
-614
| Closed | -$556K | – | 530 |
|
|
2024
Q2 | $556K | Buy |
614
+205
| +50% | +$186K | 0.29% | 33 |
|
|
2024
Q1 | $318K | Buy |
+409
| New | +$318K | 0.24% | 40 |
|