FRG Family Wealth Advisors’s Eli Lilly LLY Stock Holding History

FRG Family Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.46M	Hold	8,287	–	–	1.12%	22
2025 Q1	$6.84M	Hold	8,287	–	–	1.32%	20
2024 Q4	$6.4M	Sell	8,287 -458	-5%	-$354K	1.16%	20
2024 Q3	$7.75M	Hold	8,745	–	–	1.39%	17
2024 Q2	$6.94M	Buy	8,745 +155	+2%	+$123K	1.34%	17
2024 Q1	$6.71M	Sell	8,590 -20	-0.2%	-$15.6K	1.32%	19
2023 Q4	$5.02M	Buy	8,610 +9	+0.1%	+$5.25K	1.02%	26
2023 Q3	$4.62M	Buy	8,601 +13	+0.2%	+$6.98K	1.04%	26
2023 Q2	$4.03M	Sell	8,588 -35	-0.4%	-$16.4K	0.88%	30
2023 Q1	$2.96M	Hold	8,623	–	–	0.68%	38
2022 Q4	$3.15M	Hold	8,623	–	–	0.75%	36
2022 Q3	$2.79M	Buy	8,623 +3	+0%	+$970	0.69%	38
2022 Q2	$2.8M	Hold	8,620	–	–	0.65%	39
2022 Q1	$2.47M	Hold	8,620	–	–	0.48%	43
2021 Q4	$2.38M	Hold	8,620	–	–	0.44%	46
2021 Q3	$1.99M	Hold	8,620	–	–	0.39%	49
2021 Q2	$1.98M	Hold	8,620	–	–	0.38%	51
2021 Q1	$1.61M	Hold	8,620	–	–	0.33%	53
2020 Q4	$1.46M	Hold	8,620	–	–	0.32%	55
2020 Q3	$1.28M	Hold	8,620	–	–	0.31%	57
2020 Q2	$1.42M	Hold	8,620	–	–	0.37%	51
2020 Q1	$1.2M	Hold	8,620	–	–	0.36%	54
2019 Q4	$1.13M	Sell	8,620 -3,510	-29%	-$461K	0.27%	69
2019 Q3	$1.36M	Sell	12,130 -425	-3%	-$47.5K	0.35%	62
2019 Q2	$1.39M	Sell	12,555 -865	-6%	-$95.8K	0.37%	62
2019 Q1	$1.74M	Hold	13,420	–	–	0.49%	56
2018 Q4	$1.55M	Sell	13,420 -360	-3%	-$41.7K	0.51%	57
2018 Q3	$1.48M	Buy	13,780 +1,300	+10%	+$140K	0.41%	67
2018 Q2	$1.07M	Buy	12,480 +3,045	+32%	+$260K	0.32%	79
2018 Q1	$730K	Buy	9,435 +385	+4%	+$29.8K	0.24%	90
2017 Q4	$764K	Sell	9,050 -155	-2%	-$13.1K	0.25%	88
2017 Q3	$787K	Sell	9,205 -395	-4%	-$33.8K	0.27%	86
2017 Q2	$790K	Hold	9,600	–	–	0.29%	86
2017 Q1	$814K	Hold	9,600	–	–	0.32%	85
2016 Q4	$706K	Hold	9,600	–	–	0.3%	85
2016 Q3	$770K	Hold	9,600	–	–	0.35%	81
2016 Q2	$756K	Buy	9,600 +850	+10%	+$66.9K	0.34%	82
2016 Q1	$628K	Hold	8,750	–	–	0.3%	83
2015 Q4	$737K	Buy	+8,750	New	+$737K	0.36%	83