Ballast Advisors’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
$352K Sell
2025
Q1
$375K Hold
2024
Q4
$350K Buy
2024
Q3
$400K Hold
2024
Q2
$409K Sell
2024
Q1
$352K Buy
2023
Q4
$263K Sell
2023
Q3
$314K Hold
2023
Q2
$274K Sell
2023
Q1
$270K Hold
2022
Q4
$287K Sell
2022
Q3
$293K Sell
2022
Q2
$298K Hold
2022
Q1
$263K Hold
2021
Q4
$254K Buy