MWM
Marietta Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
13,503
+275
| +2% | +$214K | 1.37% | 23 |
|
|
2025
Q1 | $10.9M | Buy |
13,228
+344
| +3% | +$284K | 1.6% | 19 |
|
|
2024
Q4 | $9.95M | Buy |
12,884
+60
| +0.5% | +$46.3K | 1.43% | 20 |
|
|
2024
Q3 | $11.4M | Sell |
12,824
-80
| -0.6% | -$70.9K | 1.65% | 16 |
|
|
2024
Q2 | $11.7M | Sell |
12,904
-752
| -6% | -$681K | 1.82% | 14 |
|
|
2024
Q1 | $10.6M | Sell |
13,656
-1,270
| -9% | -$988K | 1.75% | 13 |
|
|
2023
Q4 | $8.7M | Sell |
14,926
-481
| -3% | -$280K | 1.55% | 18 |
|
|
2023
Q3 | $8.28M | Sell |
15,407
-960
| -6% | -$516K | 1.64% | 13 |
|
|
2023
Q2 | $7.68M | Sell |
16,367
-988
| -6% | -$463K | 1.45% | 18 |
|
|
2023
Q1 | $5.96M | Sell |
17,355
-386
| -2% | -$133K | 1.27% | 26 |
|
|
2022
Q4 | $6.49M | Sell |
17,741
-544
| -3% | -$199K | 1.47% | 19 |
|
|
2022
Q3 | $5.91M | Buy |
18,285
+145
| +0.8% | +$46.9K | 1.48% | 22 |
|
|
2022
Q2 | $5.88M | Buy |
18,140
+1,862
| +11% | +$604K | 1.42% | 24 |
|
|
2022
Q1 | $4.66M | Buy |
16,278
+3,787
| +30% | +$1.08M | 0.97% | 45 |
|
|
2021
Q4 | $3.45M | Buy |
12,491
+481
| +4% | +$133K | 0.69% | 62 |
|
|
2021
Q3 | $2.78M | Buy |
12,010
+300
| +3% | +$69.3K | 0.61% | 67 |
|
|
2021
Q2 | $2.69M | Buy |
11,710
+553
| +5% | +$127K | 0.61% | 65 |
|
|
2021
Q1 | $2.08M | Buy |
+11,157
| New | +$2.08M | 0.52% | 73 |
|