Private Wealth Advisors (California)’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 | $420K | Buy |
539
+1
| +0.2% | +$780 | 0.15% | 68 |
|
|
2025
Q1 | $445K | Buy |
538
+1
| +0.2% | +$827 | 0.16% | 63 |
|
|
2024
Q4 | $415K | Sell |
537
-7
| -1% | -$5.41K | 0.16% | 63 |
|
|
2024
Q3 | $481K | Sell |
544
-9
| -2% | -$7.95K | 0.18% | 58 |
|
|
2024
Q2 | $505K | Buy |
553
+1
| +0.2% | +$914 | 0.19% | 58 |
|
|
2024
Q1 | $429K | Buy |
552
+1
| +0.2% | +$778 | 0.17% | 59 |
|
|
2023
Q4 | $321K | Buy |
551
+1
| +0.2% | +$583 | 0.13% | 59 |
|
|
2023
Q3 | $295K | Hold |
550
| – | – | 0.13% | 64 |
|
|
2023
Q2 | $258K | Buy |
+550
| New | +$258K | 0.11% | 65 |
|
|
2023
Q1 | – | Sell |
-550
| Closed | -$201K | – | 75 |
|
|
2022
Q4 | $201K | Buy |
+550
| New | +$201K | 0.07% | 69 |
|