Summit Wealth Partners’s Eli Lilly LLY Stock Holding History

Summit Wealth Partners’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$367K	Hold
2025 Q1	$388K	Buy
2024 Q4	$350K	Sell
2024 Q3	$426K	Buy
2024 Q2	$360K	Hold
2024 Q1	$310K	Hold
2023 Q4	$232K	Hold
2023 Q3	$214K	Buy