Palacios Wealth Management’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
$546K Sell
700
-10,026
-93% -$7.82M 0.45% 40
2025
Q1
$351K Buy
10,726
+10,059
+1,508% +$329K 0.26% 43
2024
Q4
$500K Buy
+667
New +$500K 0.54% 36