Summit Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $844K | Buy |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $711K | Buy |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $697K | Buy |
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|
2024
Q1 | $586K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $201K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $13K | Buy |
|