MWPCG
Measured Wealth Private Client Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
337
| – | – | 0.08% | 154 |
|
|
2025
Q1 | $278K | Sell |
337
-18
| -5% | -$14.9K | 0.09% | 140 |
|
|
2024
Q4 | $274K | Buy |
355
+2
| +0.6% | +$1.54K | 0.09% | 147 |
|
|
2024
Q3 | $313K | Sell |
353
-660
| -65% | -$585K | 0.1% | 132 |
|
|
2024
Q2 | $917K | Buy |
1,013
+16
| +2% | +$14.5K | 0.32% | 42 |
|
|
2024
Q1 | $776K | Sell |
997
-515
| -34% | -$401K | 0.27% | 60 |
|
|
2023
Q4 | $881K | Sell |
1,512
-60
| -4% | -$35K | 0.32% | 42 |
|
|
2023
Q3 | $844K | Hold |
1,572
| – | – | 0.34% | 43 |
|
|
2023
Q2 | $737K | Sell |
1,572
-66
| -4% | -$31K | 0.28% | 45 |
|
|
2023
Q1 | $563K | Sell |
1,638
-616
| -27% | -$212K | 0.22% | 70 |
|
|
2022
Q4 | $825K | Buy |
2,254
+242
| +12% | +$88.5K | 0.34% | 41 |
|
|
2022
Q3 | $651K | Sell |
2,012
-120
| -6% | -$38.8K | 0.29% | 46 |
|
|
2022
Q2 | $691K | Buy |
2,132
+141
| +7% | +$45.7K | 0.31% | 48 |
|
|
2022
Q1 | $570K | Buy |
1,991
+248
| +14% | +$71K | 0.21% | 59 |
|
|
2021
Q4 | $481K | Buy |
1,743
+54
| +3% | +$14.9K | 0.17% | 76 |
|
|
2021
Q3 | $390K | Buy |
1,689
+546
| +48% | +$126K | 0.15% | 90 |
|
|
2021
Q2 | $262K | Hold |
1,143
| – | – | 0.08% | 150 |
|
|
2021
Q1 | $214K | Sell |
1,143
-400
| -26% | -$74.9K | 0.08% | 149 |
|
|
2020
Q4 | $261K | Hold |
1,543
| – | – | 0.11% | 111 |
|
|
2020
Q3 | $228K | Buy |
+1,543
| New | +$228K | 0.11% | 115 |
|
|
2018
Q4 | – | Sell |
-1,123
| Closed | -$120K | – | 433 |
|
|
2018
Q3 | $120K | Buy |
+1,123
| New | +$120K | 0.07% | 209 |
|