Midwest Heritage Bank’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
Sell
-601
Closed -$496K 61
2025
Q1
$496K Hold
601
0.2% 32
2024
Q4
$464K Hold
601
0.22% 33
2024
Q3
$532K Hold
601
0.25% 32
2024
Q2
$544K Hold
601
0.28% 31
2024
Q1
$468K Hold
601
0.25% 34
2023
Q4
$350K Sell
601
-100
-14% -$58.3K 0.24% 36
2023
Q3
$377K Sell
701
-125
-15% -$67.1K 0.28% 34
2023
Q2
$387K Hold
826
0.29% 35
2023
Q1
$284K Hold
826
0.23% 43
2022
Q4
$302K Hold
826
0.29% 49
2022
Q3
$267K Hold
826
0.28% 52
2022
Q2
$268K Hold
826
0.24% 54
2022
Q1
$237K Buy
+826
New +$237K 0.19% 55