A detailed history of 9258 Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,126 shares of LLY stock, worth $3.86 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
5,126
Previous 5,126 -0.0%
Holding current value
$3.86 Million
Previous $4.64 Million 2.13%
% of portfolio
0.68%
Previous 0.72%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$724.87 - $909.04 $34,068 - $42,724
-47 Reduced 0.91%
5,126 $4.64 Million
Q1 2024

May 03, 2024

BUY
$592.2 - $792.28 $27,833 - $37,237
47 Added 0.92%
5,173 $4.02 Million
Q4 2023

Feb 06, 2024

SELL
$525.19 - $619.13 $3,151 - $3,714
-6 Reduced 0.12%
5,126 $2.99 Million
Q3 2023

Nov 08, 2023

SELL
$434.7 - $599.3 $78,246 - $107,873
-180 Reduced 3.39%
5,132 $2.76 Million
Q2 2023

Aug 08, 2023

BUY
$350.74 - $468.98 $9,820 - $13,131
28 Added 0.53%
5,312 $2.49 Million
Q1 2023

May 03, 2023

BUY
$310.63 - $364.82 $81,074 - $95,218
261 Added 5.2%
5,284 $1.81 Million
Q4 2022

Feb 03, 2023

BUY
$321.55 - $374.67 $164,312 - $191,456
511 Added 11.33%
5,023 $1.84 Million
Q3 2022

Nov 08, 2022

BUY
$296.48 - $337.87 $54,255 - $61,830
183 Added 4.23%
4,512 $1.46 Million
Q2 2022

Aug 04, 2022

SELL
$278.73 - $327.27 $50,450 - $59,235
-181 Reduced 4.01%
4,329 $1.4 Million
Q1 2022

May 13, 2022

SELL
$234.69 - $291.66 $26,285 - $32,665
-112 Reduced 2.42%
4,510 $1.29 Million
Q4 2021

Feb 11, 2022

SELL
$224.85 - $279.04 $14,390 - $17,858
-64 Reduced 1.37%
4,622 $1.28 Million
Q3 2021

Nov 12, 2021

SELL
$221.6 - $272.71 $7,091 - $8,726
-32 Reduced 0.68%
4,686 $1.08 Million
Q2 2021

Aug 13, 2021

BUY
$180.55 - $233.54 $4,333 - $5,604
24 Added 0.51%
4,718 $1.08 Million
Q1 2021

May 11, 2021

BUY
$164.32 - $212.72 $53,404 - $69,134
325 Added 7.44%
4,694 $877,000
Q4 2020

Feb 10, 2021

BUY
$130.46 - $172.63 $10,436 - $13,810
80 Added 1.87%
4,369 $738,000
Q3 2020

Nov 13, 2020

SELL
$146.22 - $169.13 $44,158 - $51,077
-302 Reduced 6.58%
4,289 $560,000
Q2 2020

Aug 13, 2020

BUY
$136.42 - $164.18 $2,046 - $2,462
15 Added 0.33%
4,591 $754,000
Q1 2020

May 05, 2020

SELL
$119.05 - $147.35 $18,809 - $23,281
-158 Reduced 3.34%
4,576 $738,000
Q4 2019

Feb 06, 2020

BUY
$106.92 - $132.43 $506,159 - $626,923
4,734 New
4,734 $622,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $716B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.