WealthPLAN 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 | $1.43M | Sell |
1,840
-158
| -8% | -$123K | 0.23% | 103 |
|
|
2025
Q1 | $1.65M | Buy |
1,998
+75
| +4% | +$61.9K | 0.23% | 99 |
|
|
2024
Q4 | $1.48M | Buy |
1,923
+155
| +9% | +$120K | 0.21% | 106 |
|
|
2024
Q3 | $1.57M | Buy |
1,768
+187
| +12% | +$166K | 0.21% | 107 |
|
|
2024
Q2 | $1.43M | Buy |
1,581
+3
| +0.2% | +$2.72K | 0.15% | 126 |
|
|
2024
Q1 | $1.23M | Buy |
1,578
+5
| +0.3% | +$3.89K | 0.13% | 144 |
|
|
2023
Q4 | $917K | Hold |
1,573
| – | – | 0.09% | 160 |
|
|
2023
Q3 | $845K | Buy |
1,573
+219
| +16% | +$118K | 0.1% | 155 |
|
|
2023
Q2 | $635K | Sell |
1,354
-190
| -12% | -$89.1K | 0.09% | 166 |
|
|
2023
Q1 | $530K | Sell |
1,544
-2,148
| -58% | -$738K | 0.06% | 187 |
|
|
2022
Q4 | $1.28M | Buy |
+3,692
| New | +$1.28M | 0.09% | 161 |
|
|
2022
Q1 | $941K | Buy |
3,222
+225
| +8% | +$65.7K | 0.07% | 179 |
|
|
2021
Q4 | $735K | Buy |
2,997
+766
| +34% | +$188K | 0.05% | 214 |
|
|
2021
Q3 | $547K | Buy |
2,231
+1,164
| +109% | +$285K | 0.04% | 240 |
|
|
2021
Q2 | $282K | Buy |
+1,067
| New | +$282K | 0.02% | 301 |
|
|
2017
Q2 | – | Sell |
-466
| Closed | -$39.9K | – | 324 |
|
|
2017
Q1 | $39.9K | Buy |
+466
| New | +$39.9K | 0.14% | 129 |
|
|
2016
Q3 | $54.7K | Sell |
675
-175
| -21% | -$14.2K | 0.02% | 319 |
|
|
2016
Q2 | $53.2K | Buy |
+850
| New | +$53.2K | 0.01% | 887 |
|
|
2015
Q4 | $50.8K | Buy |
+3,000
| New | +$50.8K | 0.01% | 620 |
|