Wagner Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-398
| Closed | -$360K | – | 254 |
|
2024
Q2 | $360K | Buy |
+398
| New | +$360K | 0.11% | 87 |
|
2022
Q4 | – | Sell |
-178
| Closed | -$57K | – | 518 |
|
2022
Q3 | $57K | Sell |
178
-30
| -14% | -$9.61K | 0.04% | 192 |
|
2022
Q2 | $67K | Buy |
+208
| New | +$67K | 0.05% | 175 |
|
2022
Q1 | – | Sell |
-128
| Closed | -$35K | – | 454 |
|
2021
Q4 | $35K | Buy |
128
+18
| +16% | +$4.92K | 0.03% | 311 |
|
2021
Q3 | $28K | Buy |
110
+41
| +59% | +$10.4K | 0.02% | 329 |
|
2021
Q2 | $16K | Hold |
69
| – | – | 0.01% | 422 |
|
2021
Q1 | $13K | Buy |
+69
| New | +$13K | 0.01% | 426 |
|
2018
Q3 | $304K | Buy |
2,837
+945
| +50% | +$101K | 0.2% | 96 |
|
2018
Q2 | $161K | Buy |
1,892
+500
| +36% | +$42.5K | 0.12% | 132 |
|
2018
Q1 | $108K | Buy |
1,392
+600
| +76% | +$46.6K | 0.08% | 163 |
|
2017
Q4 | $68K | Buy |
+792
| New | +$68K | 0.05% | 196 |
|