WJ 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 | $789K | Hold |
1,012
| – | – | 0.25% | 57 |
|
|
2025
Q1 | $836K | Sell |
1,012
-80
| -7% | -$66.1K | 0.3% | 50 |
|
|
2024
Q4 | $843K | Sell |
1,092
-4,664
| -81% | -$3.6M | 0.29% | 48 |
|
|
2024
Q3 | $5.1M | Buy |
5,756
+1,054
| +22% | +$934K | 1.8% | 18 |
|
|
2024
Q2 | $4.26M | Buy |
4,702
+1,552
| +49% | +$1.41M | 1.55% | 19 |
|
|
2024
Q1 | $2.45M | Buy |
3,150
+906
| +40% | +$705K | 0.98% | 27 |
|
|
2023
Q4 | $1.31M | Buy |
2,244
+540
| +32% | +$315K | 0.57% | 37 |
|
|
2023
Q3 | $915K | Buy |
1,704
+904
| +113% | +$486K | 0.44% | 34 |
|
|
2023
Q2 | $375K | Buy |
+800
| New | +$375K | 0.18% | 48 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$220K | – | 61 |
|
|
2022
Q4 | $220K | Buy |
+600
| New | +$220K | 0.13% | 54 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$226K | – | 55 |
|
|
2022
Q2 | $226K | Buy |
+700
| New | +$226K | 0.16% | 47 |
|