Whelan Financial’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
$335K Sell
429
-36
-8% -$28.1K 0.12% 52
2025
Q1
$384K Sell
465
-19
-4% -$15.7K 0.15% 43
2024
Q4
$374K Buy
484
+28
+6% +$21.6K 0.15% 38
2024
Q3
$404K Buy
456
+55
+14% +$48.7K 0.17% 33
2024
Q2
$363K Buy
401
+20
+5% +$18.1K 0.16% 33
2024
Q1
$297K Buy
+381
New +$297K 0.14% 34