HMV 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
$659K Sell
845
-759
-47% -$592K 0.43% 40
2025
Q1
$1.32M Hold
1,604
1.05% 28
2024
Q4
$1.24M Buy
+1,604
New +$1.24M 1.24% 29