Heritage Wealth Management (Ohio)’s Eli Lilly LLY Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.56M	Sell
2025 Q2	$6.91M	Sell
2025 Q1	$7.6M	Sell
2024 Q4	$7.61M	Sell
2024 Q3	$8.87M	Sell
2024 Q2	$9.58M	Buy