WT 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 | $635K | Buy |
814
+14
| +2% | +$10.9K | 0.19% | 84 |
|
|
2025
Q1 | $661K | Hold |
800
| – | – | 0.21% | 72 |
|
|
2024
Q4 | $618K | Hold |
800
| – | – | 0.19% | 79 |
|
|
2024
Q3 | $734K | Sell |
800
-49
| -6% | -$45K | 0.23% | 74 |
|
|
2024
Q2 | $769K | Sell |
849
-67
| -7% | -$60.7K | 0.26% | 73 |
|
|
2024
Q1 | $713K | Hold |
916
| – | – | 0.25% | 77 |
|
|
2023
Q4 | $534K | Hold |
916
| – | – | 0.21% | 75 |
|
|
2023
Q3 | $492K | Buy |
916
+116
| +15% | +$62.3K | 0.21% | 78 |
|
|
2023
Q2 | $375K | Hold |
800
| – | – | 0.16% | 86 |
|
|
2023
Q1 | $275K | Hold |
800
| – | – | 0.12% | 98 |
|
|
2022
Q4 | $293K | Sell |
800
-75
| -9% | -$27.4K | 0.14% | 87 |
|
|
2022
Q3 | $283K | Sell |
875
-100
| -10% | -$32.3K | 0.14% | 84 |
|
|
2022
Q2 | $316K | Sell |
975
-75
| -7% | -$24.3K | 0.16% | 93 |
|
|
2022
Q1 | $301K | Hold |
1,050
| – | – | 0.12% | 99 |
|
|
2021
Q4 | $290K | Hold |
1,050
| – | – | 0.11% | 107 |
|
|
2021
Q3 | $243K | Sell |
1,050
-250
| -19% | -$57.9K | 0.09% | 111 |
|
|
2021
Q2 | $298K | Hold |
1,300
| – | – | 0.12% | 108 |
|
|
2021
Q1 | $243K | Hold |
1,300
| – | – | 0.11% | 113 |
|
|
2020
Q4 | $219K | Buy |
+1,300
| New | +$219K | 0.12% | 108 |
|
|
2020
Q3 | – | Sell |
-1,300
| Closed | -$213K | – | 108 |
|
|
2020
Q2 | $213K | Buy |
+1,300
| New | +$213K | 0.17% | 84 |
|