OWA
ORBA Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-397
| Closed | -$328K | – | 91 |
|
|
2025
Q1 | $328K | Hold |
397
| – | – | 0.17% | 84 |
|
|
2024
Q4 | $306K | Hold |
397
| – | – | 0.16% | 85 |
|
|
2024
Q3 | $352K | Sell |
397
-17
| -4% | -$15.1K | 0.18% | 79 |
|
|
2024
Q2 | $375K | Buy |
414
+29
| +8% | +$26.3K | 0.19% | 74 |
|
|
2024
Q1 | $300K | Buy |
385
+15
| +4% | +$11.7K | 0.17% | 80 |
|
|
2023
Q4 | $216K | Buy |
+370
| New | +$216K | 0.13% | 88 |
|