Wunderlich Capital Managemnt’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$36.2K Buy
+40
New +$36.2K 0.02% 89
2022
Q2
Sell
-7,355
Closed -$2.11M 85
2022
Q1
$2.11M Sell
7,355
-29
-0.4% -$8.3K 0.99% 52
2021
Q4
$2.04M Buy
7,384
+90
+1% +$24.9K 0.91% 57
2021
Q3
$1.69M Buy
7,294
+253
+4% +$58.4K 0.81% 63
2021
Q2
$1.62M Buy
7,041
+64
+0.9% +$14.7K 0.82% 61
2021
Q1
$1.3M Buy
6,977
+182
+3% +$34K 0.71% 63
2020
Q4
$1.15M Buy
6,795
+24
+0.4% +$4.05K 0.64% 67
2020
Q3
$1M Buy
+6,771
New +$1M 0.62% 66