Baron Wealth Management’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 | $501K | Buy |
642
+15
| +2% | +$11.7K | 0.18% | 80 |
|
|
2025
Q1 | $518K | Buy |
627
+87
| +16% | +$71.9K | 0.23% | 72 |
|
|
2024
Q4 | $417K | Sell |
540
-10
| -2% | -$7.73K | 0.2% | 79 |
|
|
2024
Q3 | $487K | Buy |
550
+133
| +32% | +$118K | 0.23% | 65 |
|
|
2024
Q2 | $377K | Sell |
417
-28
| -6% | -$25.3K | 0.2% | 79 |
|
|
2024
Q1 | $346K | Buy |
445
+38
| +9% | +$29.6K | 0.18% | 96 |
|
|
2023
Q4 | $237K | Buy |
407
+11
| +3% | +$6.41K | 0.13% | 143 |
|
|
2023
Q3 | $213K | Buy |
+396
| New | +$213K | 0.14% | 128 |
|