BWP
Balboa Wealth Partners’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
1,715
+93
| +6% | +$72.5K | 0.27% | 66 |
|
2025
Q1 | $1.34M | Buy |
1,622
+77
| +5% | +$63.6K | 0.32% | 57 |
|
2024
Q4 | $1.19M | Sell |
1,545
-197
| -11% | -$152K | 0.27% | 67 |
|
2024
Q3 | $1.54M | Sell |
1,742
-243
| -12% | -$215K | 0.38% | 46 |
|
2024
Q2 | $1.8M | Buy |
1,985
+147
| +8% | +$133K | 0.47% | 35 |
|
2024
Q1 | $1.43M | Buy |
1,838
+736
| +67% | +$573K | 0.42% | 42 |
|
2023
Q4 | $642K | Sell |
1,102
-114
| -9% | -$66.5K | 0.21% | 92 |
|
2023
Q3 | $653K | Sell |
1,216
-434
| -26% | -$233K | 0.25% | 74 |
|
2023
Q2 | $774K | Sell |
1,650
-76
| -4% | -$35.6K | 0.27% | 64 |
|
2023
Q1 | $593K | Sell |
1,726
-59
| -3% | -$20.3K | 0.22% | 89 |
|
2022
Q4 | $653K | Buy |
1,785
+682
| +62% | +$249K | 0.29% | 82 |
|
2022
Q3 | $357K | Buy |
+1,103
| New | +$357K | 0.16% | 118 |
|