Westwood Wealth Management’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
$807K Sell
1,035
-1,275
-55% -$994K 0.27% 33
2025
Q1
$1.91M Sell
2,310
-100
-4% -$82.6K 0.82% 19
2024
Q4
$1.86M Sell
2,410
-500
-17% -$386K 0.67% 18
2024
Q3
$2.58M Buy
2,910
+970
+50% +$859K 1.01% 15
2024
Q2
$1.76M Buy
1,940
+325
+20% +$294K 0.65% 19
2024
Q1
$1.26M Buy
+1,615
New +$1.26M 0.61% 20