Pacific Capital 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 | $454K | Hold |
587
| – | – | 0.08% | 51 |
|
|
2025
Q1 | $485K | Sell |
587
-1
| -0.2% | -$826 | 0.08% | 53 |
|
|
2024
Q4 | $454K | Sell |
588
-17
| -3% | -$13.1K | 0.08% | 51 |
|
|
2024
Q3 | $536K | Buy |
605
+31
| +5% | +$27.5K | 0.09% | 50 |
|
|
2024
Q2 | $520K | Buy |
574
+137
| +31% | +$124K | 0.09% | 45 |
|
|
2024
Q1 | $340K | Buy |
437
+13
| +3% | +$10.1K | 0.08% | 50 |
|
|
2023
Q4 | $247K | Hold |
424
| – | – | 0.06% | 55 |
|
|
2023
Q3 | $228K | Buy |
+424
| New | +$228K | 0.06% | 62 |
|