Morton Brown Family Wealth’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 | $60K | Buy |
77
+11
| +17% | +$8.58K | 0.02% | 97 |
|
|
2025
Q1 | $54.5K | Sell |
66
-111
| -63% | -$91.7K | 0.02% | 97 |
|
|
2024
Q4 | $137K | Buy |
177
+4
| +2% | +$3.09K | 0.05% | 72 |
|
|
2024
Q3 | $153K | Buy |
173
+125
| +260% | +$111K | 0.05% | 62 |
|
|
2024
Q2 | $40.7K | Buy |
48
+15
| +45% | +$12.7K | 0.02% | 98 |
|
|
2024
Q1 | $25.7K | Hold |
33
| – | – | 0.01% | 112 |
|
|
2023
Q4 | $19.2K | Hold |
33
| – | – | 0.01% | 143 |
|
|
2023
Q3 | $17.7K | Hold |
33
| – | – | 0.01% | 110 |
|
|
2023
Q2 | $15.5K | Hold |
33
| – | – | 0.01% | 108 |
|
|
2023
Q1 | $11.3K | Hold |
33
| – | – | 0.01% | 122 |
|
|
2022
Q4 | $12.1K | Hold |
33
| – | – | 0.01% | 108 |
|
|
2022
Q3 | $11K | Hold |
33
| – | – | 0.01% | 106 |
|
|
2022
Q2 | $11K | Buy |
33
+27
| +450% | +$9K | 0.01% | 107 |
|
|
2022
Q1 | $2K | Sell |
6
-7
| -54% | -$2.33K | ﹤0.01% | 127 |
|
|
2021
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 140 |
|