Heritage Financial Services’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 | $1.45M | Sell |
1,858
-28
| -1% | -$21.8K | 0.14% | 34 |
|
|
2025
Q1 | $1.56M | Buy |
1,886
+66
| +4% | +$54.5K | 0.15% | 32 |
|
|
2024
Q4 | $1.41M | Sell |
1,820
-8
| -0.4% | -$6.18K | 0.19% | 32 |
|
|
2024
Q3 | $1.62M | Hold |
1,828
| – | – | 0.22% | 29 |
|
|
2024
Q2 | $1.66M | Sell |
1,828
-19
| -1% | -$17.2K | 0.24% | 23 |
|
|
2024
Q1 | $1.44M | Buy |
1,847
+28
| +2% | +$21.8K | 0.21% | 29 |
|
|
2023
Q4 | $1.06M | Buy |
1,819
+101
| +6% | +$58.9K | 0.18% | 35 |
|
|
2023
Q3 | $923K | Buy |
1,718
+63
| +4% | +$33.8K | 0.18% | 29 |
|
|
2023
Q2 | $776K | Sell |
1,655
-3
| -0.2% | -$1.41K | 0.16% | 33 |
|
|
2023
Q1 | $569K | Buy |
1,658
+68
| +4% | +$23.4K | 0.12% | 38 |
|
|
2022
Q4 | $582K | Buy |
1,590
+670
| +73% | +$245K | 0.15% | 40 |
|
|
2022
Q3 | $297K | Hold |
920
| – | – | 0.18% | 47 |
|
|
2022
Q2 | $298K | Hold |
920
| – | – | 0.17% | 49 |
|
|
2022
Q1 | $263K | Sell |
920
-70
| -7% | -$20K | 0.17% | 64 |
|
|
2021
Q4 | $273K | Buy |
+990
| New | +$273K | 0.21% | 63 |
|