Mason Investment Advisory Services’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 | $258K | Buy |
331
+1
| +0.3% | +$779 | 0.01% | 68 |
|
|
2025
Q1 | $273K | Buy |
330
+60
| +22% | +$49.6K | 0.02% | 65 |
|
|
2024
Q4 | $208K | Buy |
270
+1
| +0.4% | +$771 | 0.01% | 71 |
|
|
2024
Q3 | $239K | Sell |
269
-16
| -6% | -$14.2K | 0.01% | 67 |
|
|
2024
Q2 | $258K | Buy |
285
+16
| +6% | +$14.5K | 0.02% | 62 |
|
|
2024
Q1 | $209K | Buy |
+269
| New | +$209K | 0.01% | 66 |
|
|
2021
Q1 | – | Sell |
-4,710
| Closed | -$795K | – | 87 |
|
|
2020
Q4 | $795K | Hold |
4,710
| – | – | 0.1% | 49 |
|
|
2020
Q3 | $697K | Hold |
4,710
| – | – | 0.1% | 52 |
|
|
2020
Q2 | $773K | Hold |
4,710
| – | – | 0.11% | 43 |
|
|
2020
Q1 | $653K | Sell |
4,710
-3,181
| -40% | -$441K | 0.11% | 52 |
|
|
2019
Q4 | $1.04M | Hold |
7,891
| – | – | 0.15% | 49 |
|
|
2019
Q3 | $882K | Buy |
7,891
+2,481
| +46% | +$277K | 0.14% | 56 |
|
|
2019
Q2 | $599K | Hold |
5,410
| – | – | 0.1% | 60 |
|
|
2019
Q1 | $702K | Buy |
+5,410
| New | +$702K | 0.19% | 55 |
|