Optivise 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
$1.5M Sell
1,920
-103
-5% -$80.3K 0.76% 32
2025
Q1
$1.67M Buy
2,023
+32
+2% +$26.4K 0.94% 21
2024
Q4
$1.54M Buy
1,991
+37
+2% +$28.6K 0.83% 32
2024
Q3
$1.73M Buy
1,954
+31
+2% +$27.5K 0.91% 27
2024
Q2
$1.74M Buy
+1,923
New +$1.74M 0.94% 27