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Compass Ion Advisors’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.62M Sell
2,079
-291
-12% -$227K 0.18% 68
2025
Q1
$1.96M Buy
2,370
+18
+0.8% +$14.9K 0.23% 53
2024
Q4
$1.82M Sell
2,352
-4
-0.2% -$3.09K 0.22% 60
2024
Q3
$2.09M Buy
2,356
+16
+0.7% +$14.2K 0.26% 55
2024
Q2
$1.82M Hold
2,340
0.26% 54
2024
Q1
$1.82M Buy
2,340
+117
+5% +$91K 0.26% 55
2023
Q4
$1.3M Buy
2,223
+598
+37% +$349K 0.2% 72
2023
Q3
$873K Buy
+1,625
New +$873K 0.15% 97