WR Wealth Planners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.21M | Sell |
1,567
-140
| -8% | -$108K | 0.39% | 38 |
|
|
2024
Q3 | $1.51M | Sell |
1,707
-1
| -0.1% | -$886 | 0.42% | 42 |
|
|
2024
Q2 | $1.55M | Sell |
1,708
-19
| -1% | -$17.2K | 0.47% | 38 |
|
|
2024
Q1 | $1.34M | Buy |
1,727
+61
| +4% | +$47.4K | 0.42% | 39 |
|
|
2023
Q4 | $971K | Sell |
1,666
-50
| -3% | -$29.1K | 0.36% | 50 |
|
|
2023
Q3 | $922K | Buy |
1,716
+164
| +11% | +$88.1K | 0.35% | 49 |
|
|
2023
Q2 | $728K | Buy |
1,552
+652
| +72% | +$306K | 0.28% | 62 |
|
|
2023
Q1 | $309K | Buy |
900
+759
| +538% | +$261K | 0.13% | 125 |
|
|
2022
Q4 | $51.6K | Hold |
141
| – | – | 0.03% | 170 |
|
|
2022
Q3 | $45.6K | Hold |
141
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $45.7K | Hold |
141
| – | – | 0.03% | 177 |
|
|
2022
Q1 | $40.4K | Buy |
+141
| New | +$40.4K | 0.02% | 183 |
|