Adapt Wealth Advisors’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
$1.12M Buy
1,442
+30
+2% +$23.4K 0.5% 28
2025
Q1
$1.17M Hold
1,412
0.57% 26
2024
Q4
$1.09M Hold
1,412
0.54% 33
2024
Q3
$1.25M Hold
1,412
0.67% 29
2024
Q2
$1.28M Sell
1,412
-56
-4% -$50.7K 0.8% 28
2024
Q1
$1.14M Buy
+1,468
New +$1.14M 0.81% 24