Sax 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 | $537K | Buy |
689
+86
| +14% | +$67K | 0.03% | 246 |
|
|
2025
Q1 | $498K | Buy |
603
+235
| +64% | +$194K | 0.04% | 223 |
|
|
2024
Q4 | $284K | Buy |
368
+13
| +4% | +$10K | 0.02% | 275 |
|
|
2024
Q3 | $315K | Sell |
355
-6
| -2% | -$5.32K | 0.03% | 217 |
|
|
2024
Q2 | $327K | Buy |
+361
| New | +$327K | 0.03% | 199 |
|
|
2024
Q1 | – | Sell |
-365
| Closed | -$213K | – | 210 |
|
|
2023
Q4 | $213K | Buy |
+365
| New | +$213K | 0.03% | 180 |
|