Wescott Financial Advisory Group’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 | $7.32M | Sell |
9,384
-3
| -0% | -$2.34K | 0.7% | 26 |
|
|
2025
Q1 | $7.75M | Buy |
9,387
+6
| +0.1% | +$4.96K | 0.8% | 25 |
|
|
2024
Q4 | $7.24M | Buy |
9,381
+98
| +1% | +$75.7K | 0.75% | 26 |
|
|
2024
Q3 | $8.22M | Buy |
9,283
+9
| +0.1% | +$7.97K | 0.88% | 21 |
|
|
2024
Q2 | $8.4M | Buy |
9,274
+744
| +9% | +$674K | 0.98% | 20 |
|
|
2024
Q1 | $6.64M | Buy |
8,530
+329
| +4% | +$256K | 0.83% | 24 |
|
|
2023
Q4 | $4.78M | Buy |
8,201
+209
| +3% | +$122K | 0.67% | 30 |
|
|
2023
Q3 | $4.29M | Buy |
7,992
+75
| +0.9% | +$40.3K | 0.78% | 28 |
|
|
2023
Q2 | $3.71M | Buy |
+7,917
| New | +$3.71M | 0.66% | 32 |
|