MBE 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 | $660K | Buy |
847
+23
| +3% | +$17.9K | 0.29% | 46 |
|
|
2025
Q1 | $681K | Buy |
824
+220
| +36% | +$182K | 0.33% | 46 |
|
|
2024
Q4 | $466K | Sell |
604
-53
| -8% | -$40.9K | 0.26% | 49 |
|
|
2024
Q3 | $582K | Buy |
657
+56
| +9% | +$49.6K | 0.32% | 44 |
|
|
2024
Q2 | $544K | Sell |
601
-1,003
| -63% | -$908K | 0.33% | 40 |
|
|
2024
Q1 | $1.25M | Buy |
1,604
+153
| +11% | +$119K | 0.77% | 21 |
|
|
2023
Q4 | $846K | Buy |
1,451
+1,030
| +245% | +$600K | 0.43% | 31 |
|
|
2023
Q3 | $226K | Buy |
+421
| New | +$226K | 0.13% | 65 |
|
|
2020
Q2 | – | Sell |
-416
| Closed | -$57K | – | 308 |
|
|
2020
Q1 | $57K | Buy |
+416
| New | +$57K | 0.05% | 112 |
|