Wellspring Financial Advisors’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 | $457K | Buy |
586
+40
| +7% | +$31.2K | 0.05% | 88 |
|
|
2025
Q1 | $451K | Buy |
546
+15
| +3% | +$12.4K | 0.05% | 77 |
|
|
2024
Q4 | $410K | Sell |
531
-246
| -32% | -$190K | 0.04% | 85 |
|
|
2024
Q3 | $689K | Buy |
777
+141
| +22% | +$125K | 0.08% | 68 |
|
|
2024
Q2 | $576K | Buy |
636
+244
| +62% | +$221K | 0.08% | 76 |
|
|
2024
Q1 | $305K | Buy |
+392
| New | +$305K | 0.05% | 96 |
|
|
2023
Q1 | – | Sell |
-577
| Closed | -$211K | – | 128 |
|
|
2022
Q4 | $211K | Buy |
+577
| New | +$211K | 0.07% | 101 |
|