Compass Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.78M Hold
2025
Q1
$5.06M Sell
2024
Q4
$5.12M Sell
2024
Q3
$5.97M Sell
2024
Q2
$6.5M Sell
2024
Q1
$5.68M Sell
2023
Q4
$4.5M Sell
2023
Q3
$4.33M Sell
2023
Q2
$4.08M Sell
2023
Q1
$3.03M Sell
2022
Q4
$3.32M Buy