Phillips Wealth Planners LLC Eli Lilly & CO Transaction History

Phillips Wealth Planners LLC

$110 Billion
Q2 2025

A detailed history of Phillips Wealth Planners LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 264 shares of LLY stock, worth $168,809. This represents 0.19% of its overall portfolio holdings.

Number of Shares

264

Previous 277 4.69%

Holding current value

$168,809

Previous $203 Million 1.19%

% of portfolio

0.19%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$713.71 - $898.95 $9,278 - $11,686	-13 Reduced 4.69%	264 $205 Million
Q1 2025 Apr 23, 2025	SELL	$725.72 - $929.72 $18,143 - $23,243	-25 Reduced 8.28%	277 $203 Million
Q4 2024 Jan 17, 2025	BUY	$727.2 - $932.06 $23,270 - $29,825	32 Added 11.85%	302 $242 Million
Q3 2024 Oct 28, 2024	SELL	$772.14 - $960.02 $772 - $960	-1 Reduced 0.37%	270 $247 Million
Q2 2024 Aug 02, 2024	BUY	$724.87 - $909.04 $2,174 - $2,727	3 Added 1.12%	271 $255 Million
Q1 2024 Apr 29, 2024	SELL	$592.2 - $792.28 $110,741 - $148,156	-187 Reduced 41.1%	268 $200 Million
Q4 2023 Feb 12, 2024	SELL	$525.19 - $619.13 $55,670 - $65,627	-106 Reduced 18.89%	455 $284 Million
Q3 2023 Oct 30, 2023	SELL	$434.7 - $599.3 $86,940 - $119,859	-200 Reduced 26.28%	561 $331 Million
Q2 2023 Jul 26, 2023	SELL	$350.74 - $468.98 $19,992 - $26,731	-57 Reduced 6.97%	761 $357 Million
Q1 2023 May 15, 2023	SELL	$310.63 - $364.82 $3,416 - $4,013	-11 Reduced 1.33%	818 $332 Million
Q4 2022 Feb 14, 2023	BUY	$321.55 - $374.67 $266,564 - $310,601	829 New	829 $290 Million

Others Institutions Holding LLY

# of Institutions

4,406

Shares Held

780M

Call Options Held

10.3M

Put Options Held

10.8M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $608B
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...

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Phillips Wealth Planners LLC Eli Lilly & CO Transaction History