PFWA
Paces Ferry Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
420
-7
| -2% | -$5.46K | 0.15% | 85 |
|
|
2025
Q1 | $353K | Buy |
427
+16
| +4% | +$13.2K | 0.18% | 80 |
|
|
2024
Q4 | $317K | Sell |
411
-8
| -2% | -$6.17K | 0.15% | 87 |
|
|
2024
Q3 | $372K | Buy |
419
+8
| +2% | +$7.1K | 0.21% | 77 |
|
|
2024
Q2 | $372K | Buy |
411
+10
| +2% | +$9.06K | 0.22% | 77 |
|
|
2024
Q1 | $312K | Buy |
+401
| New | +$312K | 0.2% | 82 |
|
|
2022
Q2 | – | Sell |
-913
| Closed | -$262K | – | 111 |
|
|
2022
Q1 | $262K | Hold |
913
| – | – | 0.21% | 94 |
|
|
2021
Q4 | $252K | Sell |
913
-22
| -2% | -$6.07K | 0.18% | 98 |
|
|
2021
Q3 | $216K | Buy |
+935
| New | +$216K | 0.17% | 112 |
|
|
2020
Q4 | – | Sell |
-1,034
| Closed | -$153K | – | 677 |
|
|
2020
Q3 | $153K | Buy |
+1,034
| New | +$153K | 0.13% | 119 |
|