Heritage Wealth Management (California)’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 | $815K | Sell |
1,046
-9
| -0.9% | -$7.02K | 0.54% | 42 |
|
|
2025
Q1 | $871K | Buy |
1,055
+6
| +0.6% | +$4.96K | 0.66% | 39 |
|
|
2024
Q4 | $810K | Buy |
1,049
+74
| +8% | +$57.1K | 0.58% | 40 |
|
|
2024
Q3 | $864K | Sell |
975
-3
| -0.3% | -$2.66K | 0.61% | 37 |
|
|
2024
Q2 | $885K | Sell |
978
-60
| -6% | -$54.3K | 0.65% | 33 |
|
|
2024
Q1 | $808K | Buy |
1,038
+6
| +0.6% | +$4.67K | 0.61% | 35 |
|
|
2023
Q4 | $602K | Buy |
+1,032
| New | +$602K | 0.48% | 37 |
|