BWM Planning’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$892K Buy
2025
Q2
$889K Buy
2025
Q1
$850K Hold
2024
Q4
$794K Hold
2024
Q3
$912K Buy