Avantra Family Wealth’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	$797K	Sell	1,022 -241	-19%	-$188K	0.66%	42
2025 Q1	$1.04M	Sell	1,263 -17	-1%	-$14K	1%	25
2024 Q4	$988K	Buy	+1,280	New	+$988K	0.92%	27