Beacon Financial Advisory’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 | $339K | Buy |
435
+63
| +17% | +$49.1K | 0.09% | 259 |
|
2025
Q1 | $307K | Buy |
372
+92
| +33% | +$76K | 0.09% | 240 |
|
2024
Q4 | $216K | Buy |
280
+8
| +3% | +$6.17K | 0.07% | 273 |
|
2024
Q3 | $241K | Buy |
272
+37
| +16% | +$32.7K | 0.08% | 253 |
|
2024
Q2 | $212K | Sell |
235
-45
| -16% | -$40.7K | 0.08% | 263 |
|
2024
Q1 | $218K | Buy |
+280
| New | +$218K | 0.11% | 224 |
|