Vertex Planning Partners’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 | $512K | Buy |
657
+25
| +4% | +$19.5K | 0.11% | 101 |
|
|
2025
Q1 | $522K | Buy |
632
+35
| +6% | +$28.9K | 0.11% | 100 |
|
|
2024
Q4 | $461K | Buy |
597
+106
| +22% | +$81.8K | 0.1% | 114 |
|
|
2024
Q3 | $435K | Sell |
491
-6
| -1% | -$5.32K | 0.1% | 102 |
|
|
2024
Q2 | $450K | Buy |
497
+15
| +3% | +$13.6K | 0.12% | 94 |
|
|
2024
Q1 | $375K | Sell |
482
-39
| -7% | -$30.3K | 0.1% | 110 |
|
|
2023
Q4 | $304K | Buy |
521
+44
| +9% | +$25.6K | 0.09% | 118 |
|
|
2023
Q3 | $256K | Sell |
477
-15
| -3% | -$8.06K | 0.09% | 114 |
|
|
2023
Q2 | $231K | Buy |
+492
| New | +$231K | 0.08% | 122 |
|
|
2023
Q1 | – | Sell |
-1,147
| Closed | -$420K | – | 137 |
|
|
2022
Q4 | $420K | Buy |
+1,147
| New | +$420K | 0.16% | 81 |
|