Whipplewood 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
$253K Sell
325
-18
-5% -$14K 0.14% 144
2025
Q1
$291K Sell
343
-9
-3% -$7.63K 0.17% 123
2024
Q4
$272K Buy
+352
New +$272K 0.15% 127