Halpern Financial’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$319K Buy
358
+8
+2% +$7.13K 0.08% 45
2024
Q2
$317K Sell
350
-50
-13% -$45.3K 0.09% 47
2024
Q1
$310K Hold
400
0.09% 44
2023
Q4
$247K Buy
+400
New +$247K 0.08% 50