Balanced Rock Investment Advisors’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 | $215K | Sell |
276
-1
| -0.4% | -$780 | 0.17% | 93 |
|
|
2025
Q1 | $229K | Sell |
277
-16
| -5% | -$13.2K | 0.18% | 81 |
|
|
2024
Q4 | $226K | Sell |
293
-15
| -5% | -$11.6K | 0.18% | 82 |
|
|
2024
Q3 | $273K | Sell |
308
-26
| -8% | -$23K | 0.21% | 76 |
|
|
2024
Q2 | $302K | Sell |
334
-28
| -8% | -$25.4K | 0.25% | 68 |
|
|
2024
Q1 | $282K | Sell |
362
-139
| -28% | -$108K | 0.24% | 77 |
|
|
2023
Q4 | $292K | Buy |
+501
| New | +$292K | 0.26% | 82 |
|