Motive Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$727K Buy
932
+87
+10% +$67.8K 0.33% 36
2025
Q1
$698K Sell
845
-29
-3% -$24K 0.37% 34
2024
Q4
$675K Buy
874
+70
+9% +$54K 0.36% 37
2024
Q3
$728K Hold
804
0.44% 32
2024
Q2
$728K Buy
804
+3
+0.4% +$2.72K 0.44% 32
2024
Q1
$623K Buy
801
+285
+55% +$222K 0.38% 35
2023
Q4
$301K Sell
516
-174
-25% -$101K 0.35% 35
2023
Q3
$371K Sell
690
-46
-6% -$24.7K 0.41% 32
2023
Q2
$345K Buy
736
+8
+1% +$3.75K 0.36% 36
2023
Q1
$250K Sell
728
-73
-9% -$25.1K 0.27% 47
2022
Q4
$293K Buy
801
+91
+13% +$33.3K 0.22% 48
2022
Q3
$230K Buy
+710
New +$230K 0.19% 51