MWM
Mattern Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
2,822
+180
| +7% | +$140K | 0.46% | 39 |
|
|
2025
Q1 | $2.18M | Sell |
2,642
-215
| -8% | -$178K | 0.48% | 40 |
|
|
2024
Q4 | $2.21M | Sell |
2,857
-147
| -5% | -$113K | 0.49% | 44 |
|
|
2024
Q3 | $2.66M | Hold |
3,004
| – | – | 0.58% | 39 |
|
|
2024
Q2 | $2.72M | Hold |
3,004
| – | – | 0.65% | 48 |
|
|
2024
Q1 | $2.34M | Hold |
3,004
| – | – | 0.57% | 52 |
|
|
2023
Q4 | $1.75M | Hold |
3,004
| – | – | 0.45% | 62 |
|
|
2023
Q3 | $1.61M | Buy |
3,004
+4
| +0.1% | +$2.15K | 0.47% | 60 |
|
|
2023
Q2 | $1.41M | Hold |
3,000
| – | – | 0.41% | 70 |
|
|
2023
Q1 | $1.03M | Hold |
3,000
| – | – | 0.34% | 80 |
|
|
2022
Q4 | $1.1M | Hold |
3,000
| – | – | 0.44% | 70 |
|
|
2022
Q3 | $970K | Hold |
3,000
| – | – | 0.39% | 72 |
|
|
2022
Q2 | $973K | Hold |
3,000
| – | – | 0.38% | 69 |
|
|
2022
Q1 | $859K | Sell |
3,000
-300
| -9% | -$85.9K | 0.28% | 80 |
|
|
2021
Q4 | $912K | Hold |
3,300
| – | – | 0.27% | 86 |
|
|
2021
Q3 | $762K | Hold |
3,300
| – | – | 0.26% | 86 |
|
|
2021
Q2 | $767K | Hold |
3,300
| – | – | 0.24% | 88 |
|
|
2021
Q1 | $617K | Sell |
3,300
-400
| -11% | -$74.8K | 0.22% | 95 |
|
|
2020
Q4 | $625K | Hold |
3,700
| – | – | 0.24% | 91 |
|
|
2020
Q3 | $548K | Hold |
3,700
| – | – | 0.23% | 90 |
|
|
2020
Q2 | $607K | Hold |
3,700
| – | – | 0.29% | 85 |
|
|
2020
Q1 | $513K | Buy |
3,700
+1,800
| +95% | +$250K | 0.37% | 80 |
|
|
2019
Q4 | $250K | Buy |
+1,900
| New | +$250K | 0.15% | 118 |
|