LWA
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LifeGoal Wealth Advisors’s Eli Lilly LLY Stock Holding History

LifeGoal Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$203K Sell
261
-20
-7% -$15.6K 0.19% 64
2025
Q1 		$232K Hold
281
– – 0.25% 56
2024
Q4 		$217K Buy
+281
New +$217K 0.24% 57