WealthPlan Investment Management’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 | $2.59M | Buy |
3,325
+1,216
| +58% | +$948K | 0.19% | 109 |
|
|
2025
Q1 | $1.74M | Buy |
2,109
+200
| +10% | +$165K | 0.17% | 109 |
|
|
2024
Q4 | $1.47M | Sell |
1,909
-91
| -5% | -$70.2K | 0.15% | 116 |
|
|
2024
Q3 | $1.77M | Buy |
2,000
+6
| +0.3% | +$5.32K | 0.18% | 103 |
|
|
2024
Q2 | $1.81M | Buy |
1,994
+2
| +0.1% | +$1.81K | 0.27% | 77 |
|
|
2024
Q1 | $1.55M | Sell |
1,992
-80
| -4% | -$62.2K | 0.24% | 81 |
|
|
2023
Q4 | $1.21M | Buy |
2,072
+2
| +0.1% | +$1.17K | 0.19% | 90 |
|
|
2023
Q3 | $1.11M | Hold |
2,070
| – | – | 0.2% | 83 |
|
|
2023
Q2 | $971K | Hold |
2,070
| – | – | 0.29% | 75 |
|
|
2023
Q1 | $711K | Sell |
2,070
-1,622
| -44% | -$557K | 0.12% | 104 |
|
|
2022
Q4 | $1.29M | Buy |
3,692
+100
| +3% | +$35K | 0.09% | 161 |
|
|
2022
Q3 | $1.34M | Buy |
+3,592
| New | +$1.34M | 0.1% | 145 |
|
|
2022
Q1 | $941K | Buy |
+3,222
| New | +$941K | 0.07% | 179 |
|