Mascoma Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Hold |
714
| – | – | 0.13% | 51 |
|
|
2025
Q1 | $589K | Sell |
714
-25
| -3% | -$20.6K | 0.15% | 49 |
|
|
2024
Q4 | $570K | Sell |
739
-11
| -1% | -$8.49K | 0.14% | 45 |
|
|
2024
Q3 | $665K | Sell |
750
-48
| -6% | -$42.5K | 0.17% | 45 |
|
|
2024
Q2 | $722K | Sell |
798
-8
| -1% | -$7.24K | 0.19% | 40 |
|
|
2024
Q1 | $627K | Sell |
806
-30
| -4% | -$23.3K | 0.18% | 43 |
|
|
2023
Q4 | $488K | Sell |
836
-33
| -4% | -$19.2K | 0.15% | 54 |
|
|
2023
Q3 | $467K | Hold |
869
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $453K | Sell |
869
-309
| -26% | -$161K | 0.14% | 63 |
|
|
2023
Q1 | $466K | Buy |
1,178
+179
| +18% | +$70.9K | 0.14% | 71 |
|
|
2022
Q4 | $365K | Hold |
999
| – | – | 0.12% | 86 |
|
|
2022
Q3 | $323K | Hold |
999
| – | – | 0.11% | 92 |
|
|
2022
Q2 | $324K | Hold |
999
| – | – | 0.11% | 92 |
|
|
2022
Q1 | $286K | Buy |
999
+214
| +27% | +$61.3K | 0.09% | 98 |
|
|
2021
Q4 | $217K | Hold |
785
| – | – | 0.08% | 103 |
|
|
2021
Q3 | $181K | Buy |
+785
| New | +$181K | 0.07% | 105 |
|
|
2021
Q2 | – | Sell |
-679
| Closed | -$127K | – | 304 |
|
|
2021
Q1 | $127K | Buy |
+679
| New | +$127K | 0.05% | 135 |
|
|
2019
Q3 | – | Sell |
-629
| Closed | -$70K | – | 234 |
|
|
2019
Q2 | $70K | Hold |
629
| – | – | 0.04% | 135 |
|
|
2019
Q1 | $82K | Hold |
629
| – | – | 0.06% | 119 |
|
|
2018
Q4 | $73K | Hold |
629
| – | – | 0.06% | 121 |
|
|
2018
Q3 | $67K | Hold |
629
| – | – | 0.04% | 146 |
|
|
2018
Q2 | $54K | Hold |
629
| – | – | 0.04% | 148 |
|
|
2018
Q1 | $49K | Hold |
629
| – | – | 0.03% | 152 |
|
|
2017
Q4 | $51K | Sell |
629
-134
| -18% | -$10.9K | 0.03% | 145 |
|
|
2017
Q3 | $65K | Hold |
763
| – | – | 0.04% | 132 |
|
|
2017
Q2 | $63K | Sell |
763
-324
| -30% | -$26.8K | 0.04% | 140 |
|
|
2017
Q1 | $91K | Sell |
1,087
-175
| -14% | -$14.7K | 0.07% | 104 |
|
|
2016
Q4 | $93K | Buy |
+1,262
| New | +$93K | 0.07% | 105 |
|