AWA
Amplius Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
1,424
-122
| -8% | -$95.1K | 0.1% | 76 |
|
|
2025
Q1 | $1.28M | Buy |
1,546
+20
| +1% | +$16.5K | 0.13% | 66 |
|
|
2024
Q4 | $1.18M | Buy |
1,526
+61
| +4% | +$47.1K | 0.12% | 68 |
|
|
2024
Q3 | $1.3M | Sell |
1,465
-7
| -0.5% | -$6.2K | 0.14% | 64 |
|
|
2024
Q2 | $1.33M | Sell |
1,472
-27
| -2% | -$24.4K | 0.15% | 66 |
|
|
2024
Q1 | $1.17M | Sell |
1,499
-67
| -4% | -$52.1K | 0.13% | 68 |
|
|
2023
Q4 | $913K | Buy |
1,566
+1
| +0.1% | +$583 | 0.11% | 66 |
|
|
2023
Q3 | $841K | Buy |
1,565
+322
| +26% | +$173K | 0.11% | 69 |
|
|
2023
Q2 | $583K | Buy |
1,243
+124
| +11% | +$58.2K | 0.08% | 88 |
|
|
2023
Q1 | $384K | Buy |
1,119
+554
| +98% | +$190K | 0.06% | 114 |
|
|
2022
Q4 | $207K | Buy |
+565
| New | +$207K | 0.03% | 152 |
|
|
2022
Q1 | – | Sell |
-654
| Closed | -$180K | – | 580 |
|
|
2021
Q4 | $180K | Buy |
+654
| New | +$180K | 0.02% | 194 |
|