Twin Peaks Wealth 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 | $689K | Buy |
1,078
+250
| +30% | +$160K | 0.22% | 75 |
|
2025
Q1 | $627K | Buy |
828
+46
| +6% | +$34.8K | 0.29% | 73 |
|
2024
Q4 | $604K | Buy |
782
+47
| +6% | +$36.3K | 0.26% | 69 |
|
2024
Q3 | $651K | Buy |
735
+23
| +3% | +$20.4K | 0.3% | 68 |
|
2024
Q2 | $645K | Sell |
712
-6
| -0.8% | -$5.43K | 0.32% | 61 |
|
2024
Q1 | $559K | Buy |
718
+14
| +2% | +$10.9K | 0.31% | 63 |
|
2023
Q4 | $410K | Buy |
+704
| New | +$410K | 0.26% | 73 |
|