Capital Advisors Wealth Management’s Eli Lilly LLY Stock Holding History

Capital Advisors Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$377K	Sell
2025 Q2	$399K	Buy
2025 Q1	$346K	Buy
2024 Q4	$302K	Sell
2024 Q3	$366K	Buy
2024 Q2	$362K	Hold
2024 Q1	$311K	Hold
2023 Q4	$233K	Sell
2023 Q3	$219K	Buy