Heritage Family Offices’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	$1.76M	Hold	2,138	–	–	0.89%	28
2025 Q1	$1.77M	Buy	2,138 +174	+9%	+$144K	0.9%	28
2024 Q4	$1.52M	Buy	1,964 +37	+2%	+$28.6K	0.76%	30
2024 Q3	$1.71M	Sell	1,927 -15	-0.8%	-$13.3K	0.88%	26
2024 Q2	$1.76M	Buy	+1,942	New	+$1.76M	0.98%	22