Lutz Financial Services’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
Q4
$349K Buy
2025
Q3
$228K Sell
2025
Q2
$251K Buy
2025
Q1
$254K Sell
2024
Q4
$242K Sell
2024
Q3
$279K Sell
2024
Q2
$333K Hold
2024
Q1
$286K Sell
2023
Q4
$222K Sell
2023
Q3
$211K Sell
2023
Q2
$202K Buy