WorthPointe’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
Sell
-420
Closed -$347K 102
2025
Q1
$347K Sell
420
-31
-7% -$25.6K 0.16% 65
2024
Q4
$348K Sell
451
-18
-4% -$13.9K 0.14% 65
2024
Q3
$416K Buy
469
+204
+77% +$181K 0.17% 55
2024
Q2
$240K Buy
+265
New +$240K 0.11% 64
2023
Q4
Sell
-428
Closed -$230K 78
2023
Q3
$230K Buy
+428
New +$230K 0.14% 62