Octavia 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 | $496K | Sell |
636
-58
| -8% | -$45.2K | 0.06% | 118 |
|
|
2025
Q1 | $573K | Sell |
694
-41
| -6% | -$33.9K | 0.07% | 112 |
|
|
2024
Q4 | $568K | Buy |
735
+147
| +25% | +$114K | 0.07% | 104 |
|
|
2024
Q3 | $521K | Sell |
588
-115
| -16% | -$102K | 0.06% | 111 |
|
|
2024
Q2 | $636K | Buy |
703
+4
| +0.6% | +$3.62K | 0.09% | 100 |
|
|
2024
Q1 | $544K | Sell |
699
-35
| -5% | -$27.2K | 0.08% | 105 |
|
|
2023
Q4 | $428K | Buy |
734
+223
| +44% | +$130K | 0.08% | 134 |
|
|
2023
Q3 | $274K | Buy |
511
+58
| +13% | +$31.1K | 0.06% | 160 |
|
|
2023
Q2 | $212K | Buy |
+453
| New | +$212K | 0.04% | 174 |
|