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