Mosaic Family Wealth Partners’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 | $1.27M | Buy |
1,632
+147
| +10% | +$115K | 0.16% | 66 |
|
|
2025
Q1 | $1.23M | Sell |
1,485
-147
| -9% | -$121K | 0.17% | 65 |
|
|
2024
Q4 | $1.26M | Buy |
1,632
+10
| +0.6% | +$7.72K | 0.18% | 59 |
|
|
2024
Q3 | $1.44M | Sell |
1,622
-59
| -4% | -$52.3K | 0.21% | 56 |
|
|
2024
Q2 | $1.52M | Sell |
1,681
-41
| -2% | -$37.1K | 0.24% | 49 |
|
|
2024
Q1 | $1.34M | Sell |
1,722
-156
| -8% | -$121K | 0.22% | 57 |
|
|
2023
Q4 | $1.09M | Buy |
1,878
+65
| +4% | +$37.9K | 0.19% | 63 |
|
|
2023
Q3 | $974K | Hold |
1,813
| – | – | 0.2% | 57 |
|
|
2023
Q2 | $850K | Buy |
1,813
+81
| +5% | +$38K | 0.17% | 75 |
|
|
2023
Q1 | $595K | Buy |
1,732
+26
| +2% | +$8.93K | 0.12% | 94 |
|
|
2022
Q4 | $624K | Buy |
+1,706
| New | +$624K | 0.18% | 86 |
|