Peak Financial Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,684
Closed -$3.34M 86
2024
Q2
$3.34M Buy
3,684
+34
+0.9% +$30.8K 1.91% 11
2024
Q1
$2.84M Sell
3,650
-354
-9% -$275K 1.73% 25
2023
Q4
$2.33M Buy
+4,004
New +$2.33M 1.56% 30