MGB 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
$1.47M Sell
1,880
-188
-9% -$147K 0.48% 47
2025
Q1
$1.71M Buy
2,068
+121
+6% +$99.9K 0.62% 36
2024
Q4
$1.5M Buy
1,947
+805
+70% +$622K 0.47% 44
2024
Q3
$1.01M Buy
1,142
+115
+11% +$102K 0.37% 67
2024
Q2
$971K Hold
1,027
0.36% 72
2024
Q1
$799K Buy
1,027
+10
+1% +$7.78K 0.32% 75
2023
Q4
$592K Buy
+1,017
New +$592K 0.3% 91