Bordeaux Wealth Advisors’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 | $1.49M | Sell |
1,906
-293
| -13% | -$228K | 0.19% | 47 |
|
|
2025
Q1 | $1.82M | Buy |
2,199
+1,005
| +84% | +$830K | 0.34% | 41 |
|
|
2024
Q4 | $922K | Buy |
1,194
+140
| +13% | +$108K | 0.15% | 58 |
|
|
2024
Q3 | $934K | Buy |
1,054
+377
| +56% | +$334K | 0.17% | 58 |
|
|
2024
Q2 | $613K | Buy |
677
+27
| +4% | +$24.4K | 0.12% | 71 |
|
|
2024
Q1 | $506K | Sell |
650
-45
| -6% | -$35K | 0.17% | 56 |
|
|
2023
Q4 | $405K | Buy |
695
+88
| +14% | +$51.3K | 0.14% | 69 |
|
|
2023
Q3 | $326K | Buy |
607
+103
| +20% | +$55.3K | 0.13% | 71 |
|
|
2023
Q2 | $236K | Buy |
+504
| New | +$236K | 0.1% | 89 |
|