KWA
Kingswood Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
6,483
-631
| -9% | -$492K | 0.4% | 46 |
|
|
2025
Q1 | $5.87M | Sell |
7,114
-1,643
| -19% | -$1.36M | 0.54% | 27 |
|
|
2024
Q4 | $6.76M | Sell |
8,757
-5,873
| -40% | -$4.53M | 0.51% | 30 |
|
|
2024
Q3 | $13M | Buy |
14,630
+831
| +6% | +$736K | 0.92% | 14 |
|
|
2024
Q2 | $12.5M | Buy |
13,799
+4,778
| +53% | +$4.33M | 1.13% | 12 |
|
|
2024
Q1 | $7.02M | Sell |
9,021
-851
| -9% | -$662K | 0.81% | 16 |
|
|
2023
Q4 | $5.75M | Buy |
9,872
+5,965
| +153% | +$3.48M | 0.65% | 23 |
|
|
2023
Q3 | $4.56M | Buy |
3,907
+1,981
| +103% | +$2.31M | 0.78% | 23 |
|
|
2023
Q2 | $903K | Buy |
+1,926
| New | +$903K | 0.29% | 90 |
|