Kingswood Wealth Advisors’s Eli Lilly LLY Stock Holding History

Kingswood Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.05M	Sell
2025 Q1	$5.87M	Sell
2024 Q4	$6.76M	Sell
2024 Q3	$13M	Buy
2024 Q2	$12.5M	Buy
2024 Q1	$7.02M	Sell
2023 Q4	$5.75M	Buy
2023 Q3	$4.56M	Buy
2023 Q2	$903K	Buy