Encompass Wealth 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	$651K	Sell	835 -86	-9%	-$67K	0.24%	51
2025 Q1	$761K	Sell	921 -684	-43%	-$565K	0.31%	48
2024 Q4	$1.24M	Buy	+1,605	New	+$1.24M	0.5%	33
2024 Q2	–	Sell	-2,502	Closed	-$1.95M	–	287
2024 Q1	$1.95M	Buy	+2,502	New	+$1.95M	0.52%	36