MWM
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Mindset Wealth Management’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$920K Sell
1,180
-32
-3% -$24.9K 0.3% 32
2025
Q1
$1M Buy
1,212
+8
+0.7% +$6.61K 0.39% 25
2024
Q4
$930K Sell
1,204
-8
-0.7% -$6.18K 0.34% 22
2024
Q3
$1.07M Buy
+1,212
New +$1.07M 0.44% 16