Capital Advisors Wealth Management’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 | $399K | Buy |
512
+93
| +22% | +$72.5K | 0.06% | 132 |
|
|
2025
Q1 | $346K | Buy |
419
+28
| +7% | +$23.1K | 0.06% | 128 |
|
|
2024
Q4 | $302K | Sell |
391
-22
| -5% | -$17K | 0.05% | 132 |
|
|
2024
Q3 | $366K | Buy |
413
+13
| +3% | +$11.5K | 0.07% | 113 |
|
|
2024
Q2 | $362K | Hold |
400
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $311K | Hold |
400
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $233K | Sell |
400
-8
| -2% | -$4.67K | 0.05% | 130 |
|
|
2023
Q3 | $219K | Buy |
+408
| New | +$219K | 0.06% | 123 |
|