Rooted Wealth Advisors’s Eli Lilly LLY Stock Holding History

Rooted Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$339K	Sell
2025 Q2	$451K	Buy
2025 Q1	$393K	Sell
2024 Q4	$456K	Sell
2024 Q3	$558K	Buy
2024 Q2	$437K	Buy
2024 Q1	$384K	Buy
2023 Q4	$338K	Buy
2023 Q3	$273K	Sell
2023 Q2	$220K	Buy