Navis Wealth Advisors’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
Q2 | $842K | Buy |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $828K | Hold |
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|
2024
Q3 | $950K | Hold |
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|
2024
Q2 | $971K | Hold |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $124K | Buy |
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