Schneider Downs Wealth Management Advisors’s Eli Lilly LLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-207	Closed	-$223K	–	160
2025 Q4	$223K	Buy	+207	New	+$198K	0.03%	145
2024 Q4	–	Sell	-239	Closed	-$212K	–	143
2024 Q3	$212K	Sell	239 -2	-0.8%	-$1.8K	0.04%	133
2024 Q2	$218K	Sell	241 -64	-21%	-$51.2K	0.05%	122
2024 Q1	$237K	Sell	305 -119	-28%	-$84.7K	0.05%	119
2023 Q4	$247K	Buy	+424	New	+$247K	0.06%	99
2022 Q4	–	Sell	-760	Closed	-$246K	–	136
2022 Q3	$246K	Sell	760 -19	-2%	-$6.02K	0.07%	107
2022 Q2	$253K	Sell	779 -30	-4%	-$9.01K	0.07%	113
2022 Q1	$232K	Sell	809 -482	-37%	-$124K	0.06%	134
2021 Q4	$357K	Sell	1,291 -185	-13%	-$46.9K	0.09%	103
2021 Q3	$341K	Buy	1,476 +472	+47%	+$116K	0.09%	96
2021 Q2	$230K	Buy	+1,004	New	+$202K	0.06%	127