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Heritage Wealth Partners’s Eli Lilly LLY Stock Holding History

Heritage Wealth Partners’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$477K Sell
578
-424
-42% -$350K 0.73% 30
2024
Q4 		$773K Buy
1,002
+29
+3% +$22.4K 0.97% 27
2024
Q3 		$862K Sell
973
-364
-27% -$323K 1.01% 25
2024
Q2 		$1.21M Buy
+1,337
New +$1.21M 1.75% 14