BFWA
Benchmark Financial Wealth Advisors’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $711K | Buy |
912
+27
| +3% | +$21K | 0.24% | 52 |
|
2025
Q1 | $731K | Buy |
885
+27
| +3% | +$22.3K | 0.28% | 48 |
|
2024
Q4 | $662K | Sell |
858
-13
| -1% | -$10K | 0.21% | 51 |
|
2024
Q3 | $771K | Buy |
871
+16
| +2% | +$14.2K | 0.26% | 47 |
|
2024
Q2 | $774K | Sell |
855
-25
| -3% | -$22.6K | 0.29% | 36 |
|
2024
Q1 | $685K | Buy |
880
+61
| +7% | +$47.5K | 0.26% | 42 |
|
2023
Q4 | $477K | Buy |
819
+11
| +1% | +$6.41K | 0.21% | 45 |
|
2023
Q3 | $434K | Buy |
808
+19
| +2% | +$10.2K | 0.2% | 40 |
|
2023
Q2 | $370K | Buy |
+789
| New | +$370K | 0.17% | 45 |
|