A detailed history of Bergan Kdv Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,081 shares of LLY stock, worth $1.56 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,081
Previous 2,134 2.48%
Holding current value
$1.56 Million
Previous $732,000 33.2%
% of portfolio
0.1%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$350.74 - $468.98 $18,589 - $24,855
-53 Reduced 2.48%
2,081 $975,000
Q1 2023

Apr 27, 2023

BUY
$310.63 - $364.82 $1,553 - $1,824
5 Added 0.23%
2,134 $732,000
Q4 2022

Jan 31, 2023

SELL
$321.55 - $374.67 $14,791 - $17,234
-46 Reduced 2.11%
2,129 $778,000
Q3 2022

Oct 24, 2022

SELL
$296.48 - $337.87 $4,743 - $5,405
-16 Reduced 0.73%
2,175 $703,000
Q1 2022

May 09, 2022

BUY
$234.69 - $291.66 $704 - $874
3 Added 0.14%
2,191 $627,000
Q4 2021

Jan 28, 2022

BUY
$224.85 - $279.04 $5,846 - $7,255
26 Added 1.2%
2,188 $605,000
Q3 2021

Nov 12, 2021

BUY
$221.6 - $272.71 $55,400 - $68,177
250 Added 13.08%
2,162 $500,000
Q2 2021

Aug 10, 2021

BUY
$180.55 - $233.54 $6,138 - $7,940
34 Added 1.81%
1,912 $439,000
Q1 2021

May 11, 2021

SELL
$164.32 - $212.72 $328 - $425
-2 Reduced 0.11%
1,878 $351,000
Q4 2020

Feb 04, 2021

BUY
$130.46 - $172.63 $2,217 - $2,934
17 Added 0.91%
1,880 $317,000
Q3 2020

Nov 05, 2020

SELL
$146.22 - $169.13 $15,060 - $17,420
-103 Reduced 5.24%
1,863 $276,000
Q2 2020

Aug 13, 2020

BUY
$136.42 - $164.18 $33,013 - $39,731
242 Added 14.04%
1,966 $323,000
Q4 2019

Feb 10, 2020

BUY
$106.92 - $132.43 $4,597 - $5,694
43 Added 2.56%
1,724 $227,000
Q3 2019

Nov 08, 2019

SELL
$106.79 - $116.16 $309,691 - $336,864
-2,900 Reduced 63.3%
1,681 $188,000
Q1 2019

May 09, 2019

BUY
$111.31 - $131.02 $322,799 - $379,958
2,900 Added 172.52%
4,581 $594,000
Q3 2018

Nov 09, 2018

SELL
$85.86 - $107.31 $1,030 - $1,287
-12 Reduced 0.71%
1,681 $180,000
Q2 2018

Jul 23, 2018

BUY
$75.7 - $86.88 $128,160 - $147,087
1,693 New
1,693 $144,000

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 $711B
  • 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
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