WMG Financial 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 | $680K | Sell |
872
-87
| -9% | -$67.8K | 0.25% | 59 |
|
|
2025
Q1 | $792K | Buy |
959
+9
| +0.9% | +$7.43K | 0.34% | 48 |
|
|
2024
Q4 | $733K | Buy |
950
+471
| +98% | +$364K | 0.32% | 50 |
|
|
2024
Q3 | $424K | Buy |
+479
| New | +$424K | 0.19% | 77 |
|
|
2024
Q2 | – | Sell |
-323
| Closed | -$251K | – | 164 |
|
|
2024
Q1 | $251K | Buy |
+323
| New | +$251K | 0.14% | 113 |
|