BFWM
Bright Futures Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-301
| Closed | -$242K | – | 116 |
|
|
2024
Q4 | $242K | Sell |
301
-1,268
| -81% | -$1.02M | 0.22% | 106 |
|
|
2024
Q3 | $1.33M | Buy |
1,569
+433
| +38% | +$367K | 0.64% | 41 |
|
|
2024
Q2 | $914K | Buy |
1,136
+82
| +8% | +$66K | 0.5% | 56 |
|
|
2024
Q1 | $958K | Buy |
+1,054
| New | +$958K | 0.52% | 56 |
|