A detailed history of Balboa Wealth Partners transactions in Eli Lilly & CO stock. As of the latest transaction made, Balboa Wealth Partners holds 1,742 shares of LLY stock, worth $1.36 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,742
Previous 1,985 12.24%
Holding current value
$1.36 Million
Previous $1.8 Million 14.13%
% of portfolio
0.4%
Previous 0.49%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$772.14 - $960.02 $187,630 - $233,284
-243 Reduced 12.24%
1,742 $1.54 Million
Q2 2024

Aug 13, 2024

BUY
$724.87 - $909.04 $106,555 - $133,628
147 Added 8.0%
1,985 $1.8 Million
Q1 2024

May 13, 2024

BUY
$592.2 - $792.28 $435,859 - $583,118
736 Added 66.79%
1,838 $1.43 Million
Q4 2023

Feb 09, 2024

SELL
$525.19 - $619.13 $59,871 - $70,580
-114 Reduced 9.38%
1,102 $642,000
Q3 2023

Oct 23, 2023

SELL
$434.7 - $599.3 $188,659 - $260,096
-434 Reduced 26.3%
1,216 $653,000
Q2 2023

Aug 08, 2023

SELL
$350.74 - $468.98 $26,656 - $35,642
-76 Reduced 4.4%
1,650 $773,000
Q1 2023

May 11, 2023

SELL
$310.63 - $364.82 $18,327 - $21,524
-59 Reduced 3.31%
1,726 $592,000
Q4 2022

Feb 14, 2023

BUY
$321.55 - $374.67 $219,297 - $255,524
682 Added 61.83%
1,785 $653,000
Q3 2022

Jan 04, 2023

BUY
$296.48 - $337.87 $327,017 - $372,670
1,103 New
1,103 $357,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $740B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.