MSA
Marino Stram & Associates’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
4,043
+201
| +5% | +$157K | 0.64% | 26 |
|
|
2025
Q1 | $3.17M | Buy |
3,842
+986
| +35% | +$814K | 0.7% | 23 |
|
|
2024
Q4 | $2.2M | Buy |
2,856
+14
| +0.5% | +$10.8K | 0.49% | 37 |
|
|
2024
Q3 | $2.52M | Buy |
2,842
+28
| +1% | +$24.8K | 0.56% | 34 |
|
|
2024
Q2 | $2.55M | Buy |
2,814
+19
| +0.7% | +$17.2K | 0.62% | 29 |
|
|
2024
Q1 | $2.17M | Sell |
2,795
-14
| -0.5% | -$10.9K | 0.51% | 36 |
|
|
2023
Q4 | $1.64M | Buy |
2,809
+10
| +0.4% | +$5.83K | 0.42% | 41 |
|
|
2023
Q3 | $1.5M | Buy |
2,799
+19
| +0.7% | +$10.2K | 0.44% | 38 |
|
|
2023
Q2 | $1.3M | Hold |
2,780
| – | – | 0.37% | 43 |
|
|
2023
Q1 | $955K | Buy |
2,780
+227
| +9% | +$78K | 0.29% | 57 |
|
|
2022
Q4 | $934K | Sell |
2,553
-56
| -2% | -$20.5K | 0.29% | 56 |
|
|
2022
Q3 | $843K | Buy |
2,609
+1
| +0% | +$323 | 0.3% | 54 |
|
|
2022
Q2 | $846K | Buy |
2,608
+9
| +0.3% | +$2.92K | 0.29% | 57 |
|
|
2022
Q1 | $744K | Buy |
2,599
+229
| +10% | +$65.6K | 0.23% | 70 |
|
|
2021
Q4 | $655K | Buy |
2,370
+388
| +20% | +$107K | 0.2% | 84 |
|
|
2021
Q3 | $458K | Buy |
+1,982
| New | +$458K | 0.16% | 95 |
|
|
2021
Q2 | – | Sell |
-1,561
| Closed | -$292K | – | 279 |
|
|
2021
Q1 | $292K | Buy |
1,561
+1
| +0.1% | +$187 | 0.11% | 112 |
|
|
2020
Q4 | $263K | Hold |
1,560
| – | – | 0.12% | 105 |
|
|
2020
Q3 | $231K | Buy |
1,560
+1
| +0.1% | +$148 | 0.12% | 102 |
|
|
2020
Q2 | $256K | Buy |
1,559
+111
| +8% | +$18.2K | 0.15% | 92 |
|
|
2020
Q1 | $201K | Sell |
1,448
-87
| -6% | -$12.1K | 0.15% | 92 |
|
|
2019
Q4 | $202K | Buy |
+1,535
| New | +$202K | 0.13% | 87 |
|
|
2019
Q2 | – | Sell |
-1,621
| Closed | -$210K | – | 352 |
|
|
2019
Q1 | $210K | Buy |
1,621
+112
| +7% | +$14.5K | 0.15% | 76 |
|
|
2018
Q4 | $175K | Hold |
1,509
| – | – | 0.15% | 77 |
|
|
2018
Q3 | $162K | Hold |
1,509
| – | – | 0.13% | 87 |
|
|
2018
Q2 | $129K | Hold |
1,509
| – | – | 0.11% | 103 |
|
|
2018
Q1 | $117K | Buy |
1,509
+110
| +8% | +$8.53K | 0.11% | 111 |
|
|
2017
Q4 | $118K | Buy |
+1,399
| New | +$118K | 0.11% | 103 |
|