Wealth Management Partners’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 | $917K | Sell |
1,187
-60
| -5% | -$46.4K | 0.32% | 67 |
|
|
2025
Q1 | $1.03M | Sell |
1,247
-100
| -7% | -$82.6K | 0.48% | 49 |
|
|
2024
Q4 | $1.04M | Buy |
1,347
+34
| +3% | +$26.2K | 0.45% | 53 |
|
|
2024
Q3 | $1.16M | Sell |
1,313
-145
| -10% | -$128K | 0.54% | 42 |
|
|
2024
Q2 | $1.32M | Sell |
1,458
-115
| -7% | -$104K | 0.64% | 36 |
|
|
2024
Q1 | $1.22M | Sell |
1,573
-69
| -4% | -$53.7K | 0.62% | 36 |
|
|
2023
Q4 | $957K | Buy |
1,642
+22
| +1% | +$12.8K | 0.53% | 45 |
|
|
2023
Q3 | $870K | Hold |
1,620
| – | – | 0.54% | 41 |
|
|
2023
Q2 | $760K | Hold |
1,620
| – | – | 0.48% | 46 |
|
|
2023
Q1 | $556K | Sell |
1,620
-380
| -19% | -$131K | 0.39% | 57 |
|
|
2022
Q4 | $593K | Hold |
2,000
| – | – | 0.49% | 47 |
|
|
2022
Q3 | $586K | Hold |
2,000
| – | – | 0.52% | 48 |
|
|
2022
Q2 | $618K | Hold |
2,000
| – | – | 0.54% | 45 |
|
|
2022
Q1 | $574K | Hold |
2,000
| – | – | 0.41% | 54 |
|
|
2021
Q4 | $554K | Sell |
2,000
-177
| -8% | -$49K | 0.38% | 59 |
|
|
2021
Q3 | $503K | Hold |
2,177
| – | – | 0.37% | 59 |
|
|
2021
Q2 | $500K | Buy |
2,177
+292
| +15% | +$67.1K | 0.35% | 64 |
|
|
2021
Q1 | $344K | Hold |
1,885
| – | – | 0.26% | 81 |
|
|
2020
Q4 | $401K | Buy |
+1,885
| New | +$401K | 0.31% | 73 |
|