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Bernard Wealth Management’s Eli Lilly LLY Stock Holding History

Bernard Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.79M Sell
9,991
-989
-9% -$771K 3.61% 7
2025
Q1 		$9.07M Sell
10,980
-96
-0.9% -$79.3K 4.43% 5
2024
Q4 		$8.55M Buy
+11,076
New +$8.55M 4.02% 6