TrueWealth 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 | $910K | Sell |
1,167
-635
| -35% | -$495K | 0.27% | 67 |
|
|
2025
Q1 | $1.49M | Buy |
1,802
+35
| +2% | +$28.9K | 0.49% | 46 |
|
|
2024
Q4 | $1.36M | Buy |
1,767
+665
| +60% | +$513K | 0.46% | 48 |
|
|
2024
Q3 | $976K | Buy |
1,102
+1
| +0.1% | +$886 | 0.33% | 66 |
|
|
2024
Q2 | $997K | Sell |
1,101
-84
| -7% | -$76.1K | 0.37% | 56 |
|
|
2024
Q1 | $922K | Buy |
1,185
+122
| +11% | +$94.9K | 0.36% | 59 |
|
|
2023
Q4 | $620K | Sell |
1,063
-26
| -2% | -$15.2K | 0.24% | 70 |
|
|
2023
Q3 | $585K | Buy |
1,089
+26
| +2% | +$14K | 0.25% | 74 |
|
|
2023
Q2 | $499K | Hold |
1,063
| – | – | 0.2% | 83 |
|
|
2023
Q1 | $365K | Hold |
1,063
| – | – | 0.15% | 105 |
|
|
2022
Q4 | $389K | Hold |
1,063
| – | – | 0.17% | 100 |
|
|
2022
Q3 | $344K | Sell |
1,063
-153
| -13% | -$49.5K | 0.16% | 99 |
|
|
2022
Q2 | $394K | Buy |
1,216
+28
| +2% | +$9.07K | 0.18% | 99 |
|
|
2022
Q1 | $328K | Hold |
1,188
| – | – | 0.15% | 125 |
|
|
2021
Q4 | $328K | Buy |
1,188
+127
| +12% | +$35.1K | 0.15% | 125 |
|
|
2021
Q3 | $245K | Hold |
1,061
| – | – | 0.14% | 120 |
|
|
2021
Q2 | $244K | Hold |
1,061
| – | – | 0.14% | 112 |
|
|
2021
Q1 | $202K | Buy |
+1,061
| New | +$202K | 0.13% | 121 |
|