AGH 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
$877K Buy
1,125
+42
+4% +$32.7K 0.72% 25
2025
Q1
$894K Buy
1,083
+35
+3% +$28.9K 0.86% 26
2024
Q4
$809K Buy
+1,048
New +$809K 0.75% 29