ERTS Wealth Advisors’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 | $248K | Hold |
318
| – | – | 0.09% | 26 |
|
2025
Q1 | $263K | Hold |
318
| – | – | 0.05% | 73 |
|
2024
Q4 | $245K | Hold |
318
| – | – | 0.05% | 81 |
|
2024
Q3 | $282K | Hold |
318
| – | – | 0.05% | 82 |
|
2024
Q2 | $288K | Hold |
318
| – | – | 0.06% | 76 |
|
2024
Q1 | $247K | Buy |
+318
| New | +$247K | 0.05% | 83 |
|
2019
Q1 | – | Sell |
-29
| Closed | -$3K | – | 214 |
|
2018
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 288 |
|