Heritage Oak Wealth Advisors’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	–	Sell	-409	Closed	-$338K	–	76
2025 Q1	$338K	Sell	409 -10	-2%	-$8.26K	0.15%	52
2024 Q4	$323K	Sell	419 -441	-51%	-$340K	0.15%	53
2024 Q3	$762K	Buy	860 +450	+110%	+$399K	0.35%	49
2024 Q2	$371K	Buy	+410	New	+$371K	0.19%	73