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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