WFA of San Diego’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
Q2
$674K Buy
2024
Q3
$662K Sell
2024
Q2
$737K Buy
2023
Q3
$577K Buy
2023
Q2
$129K Buy
2023
Q1
Sell
2022
Q4
$173K Buy
2022
Q3
Sell
2022
Q2
$91K Buy
2022
Q1
Sell
2021
Q4
$188K Buy
2021
Q3
$111K Buy
2020
Q3
Sell
2020
Q2
$287K Buy