Mount Vernon Associates’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 | $733K | Hold |
940
| – | – | 0.53% | 34 |
|
|
2025
Q1 | $776K | Hold |
940
| – | – | 0.63% | 33 |
|
|
2024
Q4 | $726K | Hold |
940
| – | – | 0.57% | 34 |
|
|
2024
Q3 | $833K | Buy |
940
+400
| +74% | +$354K | 0.66% | 34 |
|
|
2024
Q2 | $489K | Sell |
540
-550
| -50% | -$498K | 0.43% | 39 |
|
|
2024
Q1 | $848K | Sell |
1,090
-30
| -3% | -$23.3K | 0.72% | 34 |
|
|
2023
Q4 | $653K | Hold |
1,120
| – | – | 0.64% | 34 |
|
|
2023
Q3 | $602K | Sell |
1,120
-10
| -0.9% | -$5.38K | 0.67% | 34 |
|
|
2023
Q2 | $530K | Sell |
1,130
-24
| -2% | -$11.3K | 0.56% | 35 |
|
|
2023
Q1 | $396K | Hold |
1,154
| – | – | 0.47% | 36 |
|
|
2022
Q4 | $422K | Hold |
1,154
| – | – | 0.54% | 37 |
|
|
2022
Q3 | $373K | Hold |
1,154
| – | – | 0.49% | 38 |
|
|
2022
Q2 | $374K | Hold |
1,154
| – | – | 0.46% | 39 |
|
|
2022
Q1 | $330K | Hold |
1,154
| – | – | 0.32% | 44 |
|
|
2021
Q4 | $319K | Hold |
1,154
| – | – | 0.28% | 44 |
|
|
2021
Q3 | $267K | Sell |
1,154
-170
| -13% | -$39.3K | 0.24% | 46 |
|
|
2021
Q2 | $304K | Hold |
1,324
| – | – | 0.28% | 45 |
|
|
2021
Q1 | $247K | Hold |
1,324
| – | – | 0.24% | 46 |
|
|
2020
Q4 | $224K | Buy |
+1,324
| New | +$224K | 0.24% | 48 |
|
|
2020
Q3 | – | Sell |
-1,324
| Closed | -$217K | – | 55 |
|
|
2020
Q2 | $217K | Sell |
1,324
-500
| -27% | -$81.9K | 0.28% | 44 |
|
|
2020
Q1 | $253K | Hold |
1,824
| – | – | 0.42% | 39 |
|
|
2019
Q4 | $240K | Hold |
1,824
| – | – | 0.33% | 43 |
|
|
2019
Q3 | $204K | Hold |
1,824
| – | – | 0.31% | 45 |
|
|
2019
Q2 | $202K | Hold |
1,824
| – | – | 0.3% | 46 |
|
|
2019
Q1 | $237K | Hold |
1,824
| – | – | 0.36% | 47 |
|
|
2018
Q4 | $211K | Buy |
+1,824
| New | +$211K | 0.37% | 45 |
|