SVWG
Shared Vision Wealth Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-246
| Closed | -$204K | – | 86 |
|
|
2025
Q1 | $204K | Buy |
+246
| New | +$204K | 0.11% | 78 |
|
|
2024
Q4 | – | Sell |
-246
| Closed | -$218K | – | 77 |
|
|
2024
Q3 | $218K | Buy |
246
+1
| +0.4% | +$885 | 0.12% | 71 |
|
|
2024
Q2 | $222K | Buy |
+245
| New | +$222K | 0.13% | 72 |
|