MSWM
McGlone Suttner Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
1,035
-17
| -2% | -$13.2K | 0.12% | 84 |
|
|
2025
Q1 | $869K | Buy |
1,052
+284
| +37% | +$235K | 0.14% | 77 |
|
|
2024
Q4 | $593K | Buy |
768
+41
| +6% | +$31.6K | 0.1% | 90 |
|
|
2024
Q3 | $644K | Buy |
727
+87
| +14% | +$77.1K | 0.13% | 83 |
|
|
2024
Q2 | $373K | Sell |
640
-54
| -8% | -$31.5K | 0.08% | 107 |
|
|
2024
Q1 | $540K | Buy |
694
+54
| +8% | +$42K | 0.1% | 87 |
|
|
2023
Q4 | $373K | Sell |
640
-7
| -1% | -$4.08K | 0.07% | 107 |
|
|
2023
Q3 | $348K | Buy |
647
+103
| +19% | +$55.4K | 0.08% | 95 |
|
|
2023
Q2 | $255K | Buy |
+544
| New | +$255K | 0.06% | 122 |
|
|
2023
Q1 | – | Sell |
-776
| Closed | -$284K | – | 146 |
|
|
2022
Q4 | $284K | Buy |
+776
| New | +$284K | 0.09% | 103 |
|