San Luis 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
$400K Sell
513
-4,306
-89% -$3.36M 0.09% 111
2025
Q1
$3.98M Sell
4,819
-352
-7% -$291K 0.9% 30
2024
Q4
$3.99M Buy
5,171
+4,600
+806% +$3.55M 0.76% 37
2024
Q3
$506K Buy
571
+50
+10% +$44.3K 0.1% 94
2024
Q2
$472K Buy
+521
New +$472K 0.11% 72
2022
Q2
Sell
-405
Closed -$112K 276
2022
Q1
$112K Buy
+405
New +$112K 0.05% 190