Heritage Wealth Management (Arizona)’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.76M | Sell |
1,942
-189
| -9% | -$171K | 0.98% | 22 |
|
|
2024
Q1 | $1.66M | Sell |
2,131
-96
| -4% | -$74.7K | 0.84% | 25 |
|
|
2023
Q4 | $1.3M | Buy |
+2,227
| New | +$1.3M | 0.7% | 34 |
|
|
2022
Q4 | $3.96M | Buy |
10,836
+5,792
| +115% | +$2.12M | 0.57% | 37 |
|
|
2022
Q3 | $1.63M | Buy |
5,044
+203
| +4% | +$65.6K | 0.52% | 39 |
|
|
2022
Q2 | $1.57M | Sell |
4,841
-253
| -5% | -$82K | 0.52% | 41 |
|
|
2022
Q1 | $1.46M | Buy |
+5,094
| New | +$1.46M | 0.39% | 51 |
|
|
2021
Q3 | $790K | Sell |
3,419
-422
| -11% | -$97.5K | 0.28% | 66 |
|
|
2021
Q2 | $882K | Buy |
3,841
+198
| +5% | +$45.5K | 0.33% | 61 |
|
|
2021
Q1 | $681K | Buy |
+3,643
| New | +$681K | 0.38% | 61 |
|