Kapstone Financial Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Hold
2024
Q4
$203K Sell
2024
Q3
$672K Buy
2024
Q2
$462K Buy
2024
Q1
$362K Hold
2023
Q4
$292K Buy