Garrett Wealth Advisory Group’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
$734K Sell
942
-5
-0.5% -$3.9K 0.16% 43
2025
Q1
$782K Buy
947
+5
+0.5% +$4.13K 0.17% 41
2024
Q4
$727K Buy
942
+48
+5% +$37.1K 0.17% 39
2024
Q3
$792K Hold
894
0.2% 37
2024
Q2
$809K Hold
894
0.3% 32
2024
Q1
$695K Hold
894
0.28% 26
2023
Q4
$521K Buy
+894
New +$521K 0.22% 28
2019
Q4
Sell
-261
Closed -$29.2K 385
2019
Q3
$29.2K Buy
+261
New +$29.2K 0.02% 172