OWA
Outlook Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
296
-23
| -7% | -$17.9K | 0.06% | 257 |
|
|
2025
Q1 | $263K | Sell |
319
-26
| -8% | -$21.5K | 0.07% | 237 |
|
|
2024
Q4 | $266K | Buy |
345
+39
| +13% | +$30.1K | 0.08% | 225 |
|
|
2024
Q3 | $271K | Buy |
306
+80
| +35% | +$70.9K | 0.08% | 225 |
|
|
2024
Q2 | $205K | Sell |
226
-537
| -70% | -$486K | 0.06% | 253 |
|
|
2024
Q1 | $594K | Buy |
763
+84
| +12% | +$65.3K | 0.18% | 118 |
|
|
2023
Q4 | $396K | Buy |
679
+152
| +29% | +$88.6K | 0.14% | 142 |
|
|
2023
Q3 | $283K | Sell |
527
-59
| -10% | -$31.7K | 0.11% | 165 |
|
|
2023
Q2 | $275K | Buy |
+586
| New | +$275K | 0.1% | 168 |
|
|
2023
Q1 | – | Sell |
-562
| Closed | -$206K | – | 189 |
|
|
2022
Q4 | $206K | Buy |
+562
| New | +$206K | 0.1% | 166 |
|