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Mountain Capital Investment Advisors’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
531
+87
+20% +$67.5K 0.08% 36
2025
Q1
$382K Buy
444
+73
+20% +$62.8K 0.08% 33
2024
Q4
$269K Buy
371
+117
+46% +$84.9K 0.06% 44
2024
Q3
$208K Buy
254
+16
+7% +$13.1K 0.05% 54
2024
Q2
$226K Buy
+238
New +$226K 0.06% 42
2017
Q4
Sell
-799
Closed -$68K 248
2017
Q3
$68K Hold
799
0.06% 92
2017
Q2
$66K Buy
+799
New +$66K 0.06% 110