Phoenix Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $469K | Hold |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $251K | Buy |
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