UP Strategic Wealth Investment 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 | $953K | Buy |
1,223
+20
| +2% | +$15.6K | 0.74% | 25 |
|
|
2025
Q1 | $994K | Buy |
1,203
+482
| +67% | +$398K | 0.88% | 21 |
|
|
2024
Q4 | $557K | Sell |
721
-197
| -21% | -$152K | 0.56% | 32 |
|
|
2024
Q3 | $813K | Buy |
918
+197
| +27% | +$174K | 0.91% | 22 |
|
|
2024
Q2 | $653K | Hold |
721
| – | – | 0.99% | 23 |
|
|
2024
Q1 | $561K | Buy |
721
+52
| +8% | +$40.4K | 0.92% | 24 |
|
|
2023
Q4 | $390K | Buy |
+669
| New | +$390K | 0.71% | 35 |
|