Mount Yale Investment Advisors’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 | $2.64M | Sell |
3,392
-933
| -22% | -$727K | 0.21% | 99 |
|
|
2025
Q1 | $3.57M | Buy |
4,325
+295
| +7% | +$244K | 0.31% | 65 |
|
|
2024
Q4 | $3.11M | Hold |
4,030
| – | – | 0.25% | 80 |
|
|
2024
Q3 | $3.57M | Sell |
4,030
-189
| -4% | -$167K | 0.34% | 67 |
|
|
2024
Q2 | $3.82M | Sell |
4,219
-189
| -4% | -$171K | 0.3% | 69 |
|
|
2024
Q1 | $3.43M | Buy |
4,408
+278
| +7% | +$216K | 0.26% | 81 |
|
|
2023
Q4 | $2.41M | Buy |
4,130
+649
| +19% | +$378K | 0.23% | 103 |
|
|
2023
Q3 | $1.87M | Sell |
3,481
-165
| -5% | -$88.6K | 0.2% | 114 |
|
|
2023
Q2 | $1.71M | Sell |
3,646
-42
| -1% | -$19.7K | 0.18% | 123 |
|
|
2023
Q1 | $1.27M | Sell |
3,688
-318
| -8% | -$109K | 0.14% | 150 |
|
|
2022
Q4 | $1.47M | Buy |
4,006
+62
| +2% | +$22.7K | 0.17% | 140 |
|
|
2022
Q3 | $1.28M | Buy |
3,944
+58
| +1% | +$18.8K | 0.17% | 129 |
|
|
2022
Q2 | $1.26M | Sell |
3,886
-472
| -11% | -$153K | 0.16% | 145 |
|
|
2022
Q1 | $1.25M | Sell |
4,358
-577
| -12% | -$165K | 0.14% | 166 |
|
|
2021
Q4 | $1.36M | Buy |
4,935
+2,228
| +82% | +$615K | 0.14% | 154 |
|
|
2021
Q3 | $625K | Buy |
+2,707
| New | +$625K | 0.07% | 244 |
|
|
2018
Q4 | – | Sell |
-176
| Closed | -$19K | – | 560 |
|
|
2018
Q3 | $19K | Sell |
176
-84,317
| -100% | -$9.1M | ﹤0.01% | 791 |
|
|
2018
Q2 | $7.21M | Buy |
84,493
+3,732
| +5% | +$318K | 1.36% | 14 |
|
|
2018
Q1 | $6.25M | Buy |
+80,761
| New | +$6.25M | 1.34% | 19 |
|