AWA
Acorn Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
706
+4
| +0.6% | +$3.12K | 0.2% | 107 |
|
|
2025
Q1 | $580K | Buy |
702
+11
| +2% | +$9.09K | 0.24% | 92 |
|
|
2024
Q4 | $534K | Buy |
691
+2
| +0.3% | +$1.54K | 0.22% | 94 |
|
|
2024
Q3 | $610K | Buy |
689
+117
| +20% | +$104K | 0.26% | 79 |
|
|
2024
Q2 | $518K | Buy |
572
+6
| +1% | +$5.43K | 0.26% | 80 |
|
|
2024
Q1 | $440K | Buy |
566
+1
| +0.2% | +$777 | 0.23% | 90 |
|
|
2023
Q4 | $330K | Hold |
565
| – | – | 0.2% | 116 |
|
|
2023
Q3 | $304K | Buy |
565
+113
| +25% | +$60.7K | 0.2% | 113 |
|
|
2023
Q2 | $212K | Buy |
+452
| New | +$212K | 0.14% | 164 |
|
|
2018
Q2 | – | Sell |
-42
| Closed | -$3K | – | 680 |
|
|
2018
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 685 |
|
|
2017
Q4 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 627 |
|