AWA
Alta Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Hold |
3,063
| – | – | 1.13% | 18 |
|
|
2025
Q1 | $2.53M | Buy |
3,063
+2
| +0.1% | +$1.65K | 1.16% | 21 |
|
|
2024
Q4 | $2.36M | Buy |
3,061
+16
| +0.5% | +$12.4K | 1.03% | 22 |
|
|
2024
Q3 | $2.7M | Sell |
3,045
-7
| -0.2% | -$6.2K | 1.23% | 19 |
|
|
2024
Q2 | $2.76M | Buy |
3,052
+4
| +0.1% | +$3.62K | 1.38% | 18 |
|
|
2024
Q1 | $2.37M | Hold |
3,048
| – | – | 1.21% | 20 |
|
|
2023
Q4 | $1.78M | Buy |
3,048
+2
| +0.1% | +$1.17K | 0.99% | 24 |
|
|
2023
Q3 | $1.64M | Buy |
3,046
+297
| +11% | +$160K | 1% | 28 |
|
|
2023
Q2 | $1.29M | Buy |
2,749
+36
| +1% | +$16.9K | 0.76% | 35 |
|
|
2023
Q1 | $932K | Buy |
2,713
+65
| +2% | +$22.3K | 0.59% | 51 |
|
|
2022
Q4 | $969K | Sell |
2,648
-27
| -1% | -$9.88K | 0.65% | 41 |
|
|
2022
Q3 | $865K | Hold |
2,675
| – | – | 0.62% | 42 |
|
|
2022
Q2 | $871K | Buy |
+2,675
| New | +$871K | 0.6% | 43 |
|