SWA
Strata Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
296
-115
| -28% | -$89.6K | 0.06% | 74 |
|
|
2025
Q1 | $340K | Sell |
411
-232
| -36% | -$192K | 0.11% | 58 |
|
|
2024
Q4 | $496K | Sell |
643
-15
| -2% | -$11.6K | 0.16% | 50 |
|
|
2024
Q3 | $583K | Buy |
658
+35
| +6% | +$31K | 0.19% | 46 |
|
|
2024
Q2 | $564K | Sell |
623
-711
| -53% | -$644K | 0.19% | 41 |
|
|
2024
Q1 | $1.04M | Buy |
+1,334
| New | +$1.04M | 0.37% | 30 |
|