N.E.W. Advisory Services’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
$516K Sell
662
-398
-38% -$310K 0.05% 112
2025
Q1
$876K Buy
1,060
+345
+48% +$285K 0.07% 89
2024
Q4
$551K Sell
715
-7
-1% -$5.4K 0.05% 108
2024
Q3
$640K Hold
722
0.06% 96
2024
Q2
$654K Buy
722
+40
+6% +$36.2K 0.07% 90
2024
Q1
$531K Sell
682
-5
-0.7% -$3.89K 0.06% 98
2023
Q4
$401K Buy
687
+11
+2% +$6.41K 0.05% 115
2023
Q3
$363K Buy
676
+100
+17% +$53.8K 0.05% 112
2023
Q2
$270K Buy
+576
New +$270K 0.04% 114