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