KFS
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Kaizen Financial Strategies’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
2,053
+1,240
+153% +$966K 0.81% 24
2025
Q1
$671K Buy
813
+114
+16% +$94.2K 0.39% 43
2024
Q4
$540K Sell
699
-338
-33% -$261K 0.31% 59
2024
Q3
$919K Buy
1,037
+629
+154% +$557K 0.53% 34
2024
Q2
$322K Buy
+408
New +$322K 0.2% 85