Palo Alto 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	$552K	Sell	708 -4	-0.6%	-$3.12K	0.21%	31
2025 Q1	$532K	Buy	712 +20	+3%	+$14.9K	0.21%	29
2024 Q4	$535K	Buy	+692	New	+$535K	0.19%	28