Whalen Wealth 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 | $231K | Buy |
297
+13
| +5% | +$10.1K | 0.15% | 185 |
|
|
2025
Q1 | $234K | Sell |
284
-740
| -72% | -$610K | 0.16% | 112 |
|
|
2024
Q4 | $790K | Sell |
1,024
-398
| -28% | -$307K | 0.55% | 35 |
|
|
2024
Q3 | $1.26M | Sell |
1,422
-55
| -4% | -$48.7K | 0.89% | 23 |
|
|
2024
Q2 | $1.34M | Sell |
1,477
-247
| -14% | -$224K | 1.06% | 20 |
|
|
2024
Q1 | $1.34M | Sell |
1,724
-18
| -1% | -$14K | 0.99% | 18 |
|
|
2023
Q4 | $1.02M | Buy |
+1,742
| New | +$1.02M | 0.91% | 26 |
|