MSWM
Mowery & Schoenfeld Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
1,530
-8
| -0.5% | -$6.24K | 1.81% | 10 |
|
|
2025
Q1 | $1.27M | Buy |
1,538
+8
| +0.5% | +$6.61K | 2.49% | 7 |
|
|
2024
Q4 | $1.18M | Buy |
1,530
+157
| +11% | +$121K | 2.3% | 8 |
|
|
2024
Q3 | $1.22M | Hold |
1,373
| – | – | 1.92% | 10 |
|
|
2024
Q2 | $1.24M | Hold |
1,373
| – | – | 1.79% | 9 |
|
|
2024
Q1 | $1.07M | Hold |
1,373
| – | – | 2.06% | 10 |
|
|
2023
Q4 | $800K | Buy |
+1,373
| New | +$800K | 1.62% | 12 |
|