Montz Harcus Wealth Management’s Eli Lilly LLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-249	Closed	-$221K	–	79
2024 Q3	$221K	Sell	249 -1	-0.4%	-$887	0.13%	68
2024 Q2	$226K	Sell	250 -11	-4%	-$9.96K	0.15%	56
2024 Q1	$203K	Buy	+261	New	+$203K	0.14%	69