Wealth Advisors of Iowa’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 | $809K | Hold |
1,038
| – | – | 0.3% | 38 |
|
|
2025
Q1 | $857K | Buy |
1,038
+139
| +15% | +$115K | 0.37% | 35 |
|
|
2024
Q4 | $694K | Sell |
899
-113
| -11% | -$87.3K | 0.35% | 31 |
|
|
2024
Q3 | $897K | Buy |
1,012
+58
| +6% | +$51.4K | 0.46% | 28 |
|
|
2024
Q2 | $864K | Buy |
954
+55
| +6% | +$49.8K | 0.48% | 15 |
|
|
2024
Q1 | $700K | Buy |
899
+1
| +0.1% | +$778 | 0.43% | 25 |
|
|
2023
Q4 | $524K | Buy |
898
+18
| +2% | +$10.5K | 0.35% | 28 |
|
|
2023
Q3 | $473K | Buy |
880
+1
| +0.1% | +$537 | 0.33% | 28 |
|
|
2023
Q2 | $412K | Buy |
879
+1
| +0.1% | +$469 | 0.3% | 31 |
|
|
2023
Q1 | $302K | Buy |
878
+2
| +0.2% | +$687 | 0.24% | 43 |
|
|
2022
Q4 | $321K | Buy |
876
+1
| +0.1% | +$366 | 0.26% | 44 |
|
|
2022
Q3 | $283K | Buy |
+875
| New | +$283K | 0.26% | 39 |
|