Waypoint Wealth Counsel’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 | $490K | Sell |
629
-163
| -21% | -$127K | 0.24% | 64 |
|
|
2025
Q1 | $654K | Buy |
792
+161
| +26% | +$133K | 0.41% | 42 |
|
|
2024
Q4 | $487K | Sell |
631
-17
| -3% | -$13.1K | 0.32% | 54 |
|
|
2024
Q3 | $574K | Buy |
648
+107
| +20% | +$94.8K | 0.39% | 47 |
|
|
2024
Q2 | $490K | Buy |
541
+8
| +2% | +$7.24K | 0.37% | 45 |
|
|
2024
Q1 | $415K | Buy |
533
+31
| +6% | +$24.1K | 0.32% | 52 |
|
|
2023
Q4 | $293K | Buy |
502
+20
| +4% | +$11.7K | 0.25% | 70 |
|
|
2023
Q3 | $259K | Buy |
482
+3
| +0.6% | +$1.61K | 0.24% | 71 |
|
|
2023
Q2 | $225K | Buy |
+479
| New | +$225K | 0.2% | 79 |
|