Waypoint Capital Advisors’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 | $1.47M | Buy |
1,656
+43
| +3% | +$38.1K | 0.31% | 56 |
|
|
2024
Q2 | $1.46M | Buy |
1,613
+113
| +8% | +$102K | 0.37% | 54 |
|
|
2024
Q1 | $1.17M | Buy |
1,500
+25
| +2% | +$19.4K | 0.31% | 58 |
|
|
2023
Q4 | $860K | Buy |
1,475
+96
| +7% | +$56K | 0.25% | 67 |
|
|
2023
Q3 | $741K | Buy |
1,379
+46
| +3% | +$24.7K | 0.25% | 67 |
|
|
2023
Q2 | $625K | Buy |
1,333
+10
| +0.8% | +$4.69K | 0.2% | 83 |
|
|
2023
Q1 | $454K | Sell |
1,323
-9
| -0.7% | -$3.09K | 0.15% | 91 |
|
|
2022
Q4 | $487K | Sell |
1,332
-43
| -3% | -$15.7K | 0.17% | 86 |
|
|
2022
Q3 | $445K | Hold |
1,375
| – | – | 0.19% | 74 |
|
|
2022
Q2 | $446K | Hold |
1,375
| – | – | 0.2% | 71 |
|
|
2022
Q1 | $394K | Buy |
1,375
+48
| +4% | +$13.8K | 0.23% | 77 |
|
|
2021
Q4 | $367K | Buy |
+1,327
| New | +$367K | 0.25% | 67 |
|