Heritage Financial Services’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 | $1.39M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.62M | Hold |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $923K | Buy |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $273K | Buy |
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