BKM Wealth Management’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 | $327K | Hold |
420
| – | – | 0.13% | 125 |
|
|
2025
Q1 | $347K | Sell |
420
-60
| -13% | -$49.6K | 0.14% | 123 |
|
|
2024
Q4 | $371K | Buy |
480
+221
| +85% | +$171K | 0.15% | 121 |
|
|
2024
Q3 | $229K | Buy |
+259
| New | +$229K | 0.09% | 154 |
|
|
2024
Q2 | – | Sell |
-241
| Closed | -$187K | – | 174 |
|
|
2024
Q1 | $187K | Sell |
241
-9
| -4% | -$7K | 0.08% | 165 |
|
|
2023
Q4 | $146K | Buy |
+250
| New | +$146K | 0.06% | 175 |
|