Waterfront Wealth’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 | – | Sell |
-255
| Closed | -$211K | – | 267 |
|
2025
Q1 | $211K | Buy |
+255
| New | +$211K | 0.05% | 248 |
|
2024
Q4 | – | Sell |
-248
| Closed | -$224K | – | 262 |
|
2024
Q3 | $224K | Buy |
+248
| New | +$224K | 0.05% | 242 |
|
2024
Q1 | – | Sell |
-1,157
| Closed | -$674K | – | 251 |
|
2023
Q4 | $674K | Buy |
1,157
+24
| +2% | +$14K | 0.2% | 144 |
|
2023
Q3 | $656K | Sell |
1,133
-1,774
| -61% | -$1.03M | 0.21% | 140 |
|
2023
Q2 | $1.33M | Buy |
2,907
+214
| +8% | +$98K | 0.4% | 73 |
|
2023
Q1 | $925K | Buy |
2,693
+189
| +8% | +$64.9K | 0.3% | 99 |
|
2022
Q4 | $855K | Sell |
2,504
-1,067
| -30% | -$364K | 0.29% | 102 |
|
2022
Q3 | $1.29M | Buy |
3,571
+621
| +21% | +$223K | 0.49% | 52 |
|
2022
Q2 | $957K | Buy |
2,950
+774
| +36% | +$251K | 0.39% | 72 |
|
2022
Q1 | $673K | Buy |
2,176
+1,313
| +152% | +$406K | 0.24% | 100 |
|
2021
Q4 | $238K | Buy |
+863
| New | +$238K | 0.09% | 201 |
|