TriaGen Wealth Management’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 | – | Sell |
-362
| Closed | -$279K | – | 182 |
|
|
2024
Q4 | $279K | Sell |
362
-700
| -66% | -$540K | 0.09% | 145 |
|
|
2024
Q3 | $941K | Buy |
1,062
+298
| +39% | +$264K | 0.32% | 73 |
|
|
2024
Q2 | $692K | Buy |
764
+1
| +0.1% | +$905 | 0.27% | 84 |
|
|
2024
Q1 | $594K | Sell |
763
-9
| -1% | -$7K | 0.25% | 87 |
|
|
2023
Q4 | $450K | Sell |
772
-1,262
| -62% | -$736K | 0.21% | 96 |
|
|
2023
Q3 | $1.09M | Buy |
2,034
+1,332
| +190% | +$715K | 0.56% | 57 |
|
|
2023
Q2 | $329K | Buy |
+702
| New | +$329K | 0.15% | 123 |
|