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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

LLY holding history

Eli Lilly & Co in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2023 holdings

Shares (Q2 2023)
3,832
Value
$1.80M
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of LLY by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20233,832$1.80M0.2%+207+5.7%AddedHolders
Q1 20233,625$1.24M0.2%−1,013−21.8%ReducedHolders
Q4 20224,638$1.70M0.2%−452−8.9%ReducedHolders
Q3 20225,090$1.65M0.2%−1,010−16.6%ReducedHolders
Q2 20226,100$1.98M0.2%−406−6.2%ReducedHolders
Q1 20226,506$1.86M0.2%−426−6.1%ReducedHolders
Q4 20216,932$1.92M0.2%+28+0.4%AddedHolders
Q3 20216,904$1.59M0.2%+203+3.0%AddedHolders
Q2 20216,701$1.54M0.2%+726+12.2%AddedHolders
Q1 20215,975$1.12M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.