Heirloom 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 | $7.06M | Buy |
9,063
+21
| +0.2% | +$16.4K | 1.87% | 17 |
|
|
2025
Q1 | $7.47M | Buy |
9,042
+286
| +3% | +$236K | 2.14% | 17 |
|
|
2024
Q4 | $6.76M | Buy |
8,756
+700
| +9% | +$540K | 2.03% | 17 |
|
|
2024
Q3 | $7.14M | Buy |
8,056
+319
| +4% | +$283K | 2.23% | 16 |
|
|
2024
Q2 | $7M | Buy |
7,737
+109
| +1% | +$98.7K | 2.27% | 15 |
|
|
2024
Q1 | $5.93M | Buy |
7,628
+171
| +2% | +$133K | 2.02% | 17 |
|
|
2023
Q4 | $4.35M | Buy |
+7,457
| New | +$4.35M | 1.67% | 21 |
|