Walled Lake Planning & Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
|
|||||
|
2025
Q1 | $590K | Hold |
|
|||||
|
2024
Q4 | $551K | Hold |
|
|||||
|
2024
Q3 | $632K | Buy |
|
|||||
|
2024
Q2 | $630K | Buy |
|
|||||
|
2024
Q1 | $525K | Hold |
|
|||||
|
2023
Q4 | $394K | Buy |
|
|||||
|
2023
Q3 | $317K | Buy |
|
|||||
|
2023
Q2 | $234K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $24K | Hold |
|
|||||
|
2021
Q2 | $24K | Buy |
|
|||||
|
2021
Q1 | $20K | Hold |
|
|||||
|
2020
Q4 | $18K | Hold |
|
|||||
|
2020
Q3 | $15K | Buy |
|
|||||
|
2020
Q2 | $17K | Buy |
|
|||||
|
2020
Q1 | $14K | Buy |
|
|||||
|
2019
Q4 | $11K | Buy |
|