AssuredPartners Investment 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
$1.63M Sell
2,093
-210
-9% -$164K 0.4% 50
2025
Q1
$1.9M Buy
2,303
+253
+12% +$209K 0.37% 75
2024
Q4
$1.58M Buy
+2,050
New +$1.58M 0.31% 88