MWM
MinichMacGregor Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Sell |
10,464
-1,110
| -10% | -$865K | 1.74% | 29 |
|
|
2025
Q1 | $9.56M | Buy |
11,574
+10,659
| +1,165% | +$8.8M | 2.14% | 17 |
|
|
2024
Q4 | $707K | Buy |
915
+185
| +25% | +$143K | 0.15% | 58 |
|
|
2024
Q3 | $647K | Buy |
730
+46
| +7% | +$40.8K | 0.14% | 61 |
|
|
2024
Q2 | $619K | Buy |
684
+2
| +0.3% | +$1.81K | 0.15% | 58 |
|
|
2024
Q1 | $519K | Buy |
682
+270
| +66% | +$205K | 0.13% | 64 |
|
|
2023
Q4 | $240K | Sell |
412
-83
| -17% | -$48.4K | 0.07% | 93 |
|
|
2023
Q3 | $266K | Buy |
495
+8
| +2% | +$4.3K | 0.09% | 79 |
|
|
2023
Q2 | $228K | Buy |
+487
| New | +$228K | 0.07% | 84 |
|
|
2023
Q1 | – | Sell |
-570
| Closed | -$209K | – | 390 |
|
|
2022
Q4 | $209K | Buy |
+570
| New | +$209K | 0.08% | 79 |
|
|
2019
Q1 | – | Sell |
-11,275
| Closed | -$964K | – | 88 |
|
|
2018
Q4 | $964K | Buy |
11,275
+11,200
| +14,933% | +$958K | 0.66% | 53 |
|
|
2018
Q3 | $8K | Hold |
75
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 364 |
|
|
2018
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 374 |
|
|
2017
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 353 |
|
|
2017
Q3 | $6K | Hold |
75
| – | – | 0.01% | 331 |
|
|
2017
Q2 | $6K | Hold |
75
| – | – | 0.01% | 333 |
|
|
2017
Q1 | $6K | Sell |
75
-100
| -57% | -$8K | 0.01% | 331 |
|
|
2016
Q4 | $12K | Hold |
175
| – | – | 0.01% | 237 |
|
|
2016
Q3 | $14K | Buy |
175
+100
| +133% | +$8K | 0.01% | 222 |
|
|
2016
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 323 |
|
|
2016
Q1 | $5K | Sell |
75
-44
| -37% | -$2.93K | ﹤0.01% | 311 |
|
|
2015
Q4 | $9K | Buy |
+119
| New | +$9K | 0.01% | 245 |
|