DWAM

Duncan Williams Asset Management’s Eli Lilly LLY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy	328 +75	+30%	+$58.5K	0.08%	136
2025 Q1	$209K	Buy	+253	New	+$209K	0.08%	136
2024 Q4	–	Sell	-247	Closed	-$219K	–	151
2024 Q3	$219K	Buy	+247	New	+$219K	0.12%	117