Serenus 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
$377K Sell
484
-25
-5% -$19.5K 0.06% 44
2025
Q1
$420K Buy
509
+80
+19% +$66.1K 0.07% 39
2024
Q4
$331K Buy
+429
New +$331K 0.06% 39