TruWealth 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 | $26.1M | Buy |
33,461
+1,379
| +4% | +$1.07M | 1.44% | 21 |
|
|
2025
Q1 | $26.5M | Buy |
32,082
+851
| +3% | +$703K | 1.6% | 19 |
|
|
2024
Q4 | $24.1M | Sell |
31,231
-1,645
| -5% | -$1.27M | 1.45% | 22 |
|
|
2024
Q3 | $29.1M | Sell |
32,876
-220
| -0.7% | -$195K | 1.78% | 17 |
|
|
2024
Q2 | $30M | Sell |
33,096
-260
| -0.8% | -$235K | 1.99% | 16 |
|
|
2024
Q1 | $25.9M | Buy |
33,356
+521
| +2% | +$405K | 1.81% | 19 |
|
|
2023
Q4 | $19.1M | Sell |
32,835
-5,703
| -15% | -$3.32M | 1.46% | 22 |
|
|
2023
Q3 | $20.7M | Buy |
38,538
+387
| +1% | +$208K | 1.78% | 20 |
|
|
2023
Q2 | $17.9M | Buy |
38,151
+11,851
| +45% | +$5.56M | 1.54% | 23 |
|
|
2023
Q1 | $9.03M | Buy |
26,300
+14,013
| +114% | +$4.81M | 0.83% | 35 |
|
|
2022
Q4 | $4.5M | Buy |
12,287
+11,561
| +1,592% | +$4.23M | 0.44% | 50 |
|
|
2022
Q3 | $235K | Buy |
726
+76
| +12% | +$24.6K | 0.02% | 118 |
|
|
2022
Q2 | $211K | Buy |
+650
| New | +$211K | 0.02% | 129 |
|