Wealthspan 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 | $1.64M | Buy |
2,100
+4
| +0.2% | +$3.12K | 0.68% | 33 |
|
|
2025
Q1 | $1.73M | Buy |
2,096
+2
| +0.1% | +$1.65K | 0.8% | 30 |
|
|
2024
Q4 | $1.62M | Buy |
2,094
+12
| +0.6% | +$9.26K | 0.77% | 30 |
|
|
2024
Q3 | $1.84M | Hold |
2,082
| – | – | 0.91% | 26 |
|
|
2024
Q2 | $1.89M | Hold |
2,082
| – | – | 1.04% | 22 |
|
|
2024
Q1 | $1.62M | Buy |
2,082
+28
| +1% | +$21.8K | 0.95% | 22 |
|
|
2023
Q4 | $1.2M | Hold |
2,054
| – | – | 0.84% | 22 |
|
|
2023
Q3 | $1.1M | Sell |
2,054
-16
| -0.8% | -$8.59K | 0.87% | 21 |
|
|
2023
Q2 | $971K | Buy |
2,070
+1
| +0% | +$469 | 0.77% | 23 |
|
|
2023
Q1 | $711K | Sell |
2,069
-10
| -0.5% | -$3.44K | 0.61% | 31 |
|
|
2022
Q4 | $761K | Buy |
2,079
+5
| +0.2% | +$1.83K | 0.69% | 27 |
|
|
2022
Q3 | $671K | Buy |
2,074
+14
| +0.7% | +$4.53K | 0.69% | 31 |
|
|
2022
Q2 | $668K | Buy |
2,060
+12
| +0.6% | +$3.89K | 0.69% | 28 |
|
|
2022
Q1 | $586K | Sell |
2,048
-26
| -1% | -$7.44K | 0.53% | 32 |
|
|
2021
Q4 | $573K | Buy |
+2,074
| New | +$573K | 0.51% | 38 |
|