TrinityPoint Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.24M | Sell |
1,611
-89
| -5% | -$68.7K | 0.17% | 134 |
|
|
2024
Q3 | $1.51M | Sell |
1,700
-120
| -7% | -$106K | 0.22% | 108 |
|
|
2024
Q2 | $1.65M | Buy |
1,820
+23
| +1% | +$20.8K | 0.26% | 99 |
|
|
2024
Q1 | $1.4M | Buy |
1,797
+20
| +1% | +$15.6K | 0.23% | 101 |
|
|
2023
Q4 | $1.04M | Sell |
1,777
-9
| -0.5% | -$5.25K | 0.19% | 125 |
|
|
2023
Q3 | $959K | Buy |
1,786
+437
| +32% | +$235K | 0.19% | 119 |
|
|
2023
Q2 | $633K | Buy |
1,349
+109
| +9% | +$51.1K | 0.12% | 155 |
|
|
2023
Q1 | $426K | Buy |
1,240
+6
| +0.5% | +$2.06K | 0.09% | 188 |
|
|
2022
Q4 | $451K | Buy |
1,234
+15
| +1% | +$5.49K | 0.1% | 179 |
|
|
2022
Q3 | $394K | Buy |
1,219
+26
| +2% | +$8.4K | 0.09% | 177 |
|
|
2022
Q2 | $387K | Hold |
1,193
| – | – | 0.09% | 192 |
|
|
2022
Q1 | $342K | Hold |
1,193
| – | – | 0.06% | 226 |
|
|
2021
Q4 | $329K | Hold |
1,193
| – | – | 0.06% | 241 |
|
|
2021
Q3 | $276K | Buy |
1,193
+109
| +10% | +$25.2K | 0.05% | 255 |
|
|
2021
Q2 | $249K | Hold |
1,084
| – | – | 0.05% | 237 |
|
|
2021
Q1 | $203K | Buy |
1,084
+17
| +2% | +$3.18K | 0.05% | 234 |
|
|
2020
Q4 | $227K | Buy |
+1,067
| New | +$227K | 0.05% | 211 |
|