Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
714
| – | – | 0.18% | 64 |
|
|
2025
Q1 | $590K | Hold |
714
| – | – | 0.21% | 61 |
|
|
2024
Q4 | $551K | Hold |
714
| – | – | 0.21% | 64 |
|
|
2024
Q3 | $632K | Buy |
714
+19
| +3% | +$16.8K | 0.24% | 56 |
|
|
2024
Q2 | $630K | Buy |
695
+20
| +3% | +$18.1K | 0.26% | 50 |
|
|
2024
Q1 | $525K | Hold |
675
| – | – | 0.22% | 53 |
|
|
2023
Q4 | $394K | Buy |
675
+85
| +14% | +$49.6K | 0.18% | 61 |
|
|
2023
Q3 | $317K | Buy |
590
+91
| +18% | +$48.9K | 0.16% | 64 |
|
|
2023
Q2 | $234K | Buy |
+499
| New | +$234K | 0.11% | 82 |
|
|
2021
Q4 | – | Sell |
-106
| Closed | -$24K | – | 222 |
|
|
2021
Q3 | $24K | Hold |
106
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $24K | Buy |
106
+1
| +1% | +$226 | 0.02% | 195 |
|
|
2021
Q1 | $20K | Hold |
105
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $18K | Hold |
105
| – | – | 0.01% | 185 |
|
|
2020
Q3 | $15K | Buy |
105
+1
| +1% | +$143 | 0.01% | 190 |
|
|
2020
Q2 | $17K | Buy |
104
+4
| +4% | +$654 | 0.01% | 166 |
|
|
2020
Q1 | $14K | Buy |
100
+15
| +18% | +$2.1K | 0.01% | 164 |
|
|
2019
Q4 | $11K | Buy |
+85
| New | +$11K | 0.01% | 195 |
|