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 |
|