Wallace Advisory Group’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
$1.32M Buy
1,604
+503
+46% +$415K 0.96% 26
2025
Q1
$850K Buy
1,101
+738
+203% +$570K 0.59% 43
2024
Q4
$322K Buy
363
+15
+4% +$13.3K 0.22% 130
2024
Q3
$315K Sell
348
-7
-2% -$6.34K 0.23% 115
2024
Q2
$321K Buy
+355
New +$321K 0.23% 114