Robinson Smith 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
$878K Buy
1,126
+21
+2% +$16.4K 0.7% 28
2025
Q1
$913K Buy
1,105
+10
+0.9% +$8.26K 0.76% 28
2024
Q4
$845K Sell
1,095
-71
-6% -$54.8K 0.72% 30
2024
Q3
$1.03M Sell
1,166
-9
-0.8% -$7.97K 0.88% 26
2024
Q2
$1.06M Buy
1,175
+10
+0.9% +$9.05K 0.94% 26
2024
Q1
$906K Sell
1,165
-3
-0.3% -$2.33K 0.87% 28
2023
Q4
$681K Buy
+1,168
New +$681K 0.67% 40