Heritage Wealth Management (Ohio)’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	$6.91M	Sell	8,862 -346	-4%	-$270K	2.24%	7
2025 Q1	$7.6M	Sell	9,208 -654	-7%	-$540K	2.59%	6
2024 Q4	$7.61M	Sell	9,862 -152	-2%	-$117K	2.53%	6
2024 Q3	$8.87M	Sell	10,014 -463	-4%	-$410K	2.91%	5
2024 Q2	$9.58M	Buy	+10,477	New	+$9.58M	3.21%	5