Heron Financial Group’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$823K Sell
2023
Q1
$616K Sell
2022
Q4
$680K Hold
2022
Q3
$612K Hold
2022
Q2
$614K Sell
2022
Q1
$548K Hold
2021
Q4
$475K Hold
2021
Q3
$442K Hold
2021
Q2
$439K Sell
2021
Q1
$364K Buy
2020
Q4
$322K Hold
2020
Q3
$285K Sell
2020
Q2
$371K Sell
2020
Q1
$359K Buy
2019
Q4
$328K Buy