BWM
Biltmore Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
313
+1
| +0.3% | +$779 | 0.1% | 55 |
|
|
2025
Q1 | $258K | Hold |
312
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $241K | Buy |
312
+66
| +27% | +$50.9K | 0.1% | 53 |
|
|
2024
Q3 | $218K | Buy |
246
+5
| +2% | +$4.44K | 0.09% | 54 |
|
|
2024
Q2 | $218K | Buy |
+241
| New | +$218K | 0.09% | 51 |
|
|
2016
Q1 | – | Sell |
-2,954
| Closed | -$249K | – | 38 |
|
|
2015
Q4 | $249K | Sell |
2,954
-176
| -6% | -$14.8K | 0.22% | 34 |
|
|
2015
Q3 | $262K | Buy |
3,130
+26
| +0.8% | +$2.18K | 0.23% | 33 |
|
|
2015
Q2 | $259K | Buy |
3,104
+60
| +2% | +$5.01K | 0.22% | 38 |
|
|
2015
Q1 | $221K | Hold |
3,044
| – | – | 0.19% | 38 |
|
|
2014
Q4 | $210K | Buy |
+3,044
| New | +$210K | 0.18% | 36 |
|