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Goldstein Advisors’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
636
-29
-4% -$22.6K 0.07% 93
2025
Q1
$549K Buy
665
+38
+6% +$31.4K 0.08% 87
2024
Q4
$484K Sell
627
-19
-3% -$14.7K 0.07% 94
2024
Q3
$572K Buy
646
+16
+3% +$14.2K 0.09% 81
2024
Q2
$570K Sell
630
-21
-3% -$19K 0.1% 74
2024
Q1
$506K Buy
651
+16
+3% +$12.4K 0.09% 79
2023
Q4
$370K Buy
635
+72
+13% +$42K 0.06% 125
2023
Q3
$302K Buy
563
+32
+6% +$17.2K 0.06% 103
2023
Q2
$249K Buy
+531
New +$249K 0.05% 120
2023
Q1
Sell
-603
Closed -$221K 166
2022
Q4
$221K Buy
+603
New +$221K 0.05% 124