Beverly Hills Private Wealth’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
$1.07M Sell
1,376
-95
-6% -$74K 0.2% 123
2025
Q1
$1.21M Sell
1,471
-9
-0.6% -$7.43K 0.24% 111
2024
Q4
$1.14M Sell
1,480
-241
-14% -$186K 0.23% 106
2024
Q3
$1.52M Sell
1,721
-125
-7% -$111K 0.31% 91
2024
Q2
$1.67M Sell
1,846
-54
-3% -$48.9K 0.36% 76
2024
Q1
$1.48M Sell
1,900
-97
-5% -$75.4K 0.34% 79
2023
Q4
$1.16M Buy
1,997
+207
+12% +$121K 0.3% 83
2023
Q3
$961K Sell
1,790
-1,068
-37% -$574K 0.29% 85
2023
Q2
$1.28M Buy
2,858
+1,153
+68% +$518K 0.21% 110
2023
Q1
$585K Buy
1,705
+777
+84% +$267K 0.18% 126
2022
Q4
$340K Buy
+928
New +$340K 0.15% 158