Forum Financial Management’s Elanco Animal Health ELAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22,016	Closed	-$498K	–	537
2025 Q4	$498K	Buy	22,016 +177	+0.8%	+$3.85K	0.01%	473
2025 Q3	$440K	Buy	21,839 +8,760	+67%	+$147K	0.01%	521
2025 Q2	$187K	Sell	13,079 -860	-6%	-$10.1K	﹤0.01%	916
2025 Q1	$146K	Sell	13,939 -2,129	-13%	-$24.1K	﹤0.01%	836
2024 Q4	$195K	Buy	16,068 +2,977	+23%	+$39K	﹤0.01%	855
2024 Q3	$192K	Sell	13,091 -8	-0.1%	-$111	﹤0.01%	730
2024 Q2	$189K	Buy	13,099 +20	+0.2%	+$320	﹤0.01%	679
2024 Q1	$213K	Hold	13,079	–	–	﹤0.01%	678
2023 Q4	$195K	Buy	+13,079	New	+$148K	﹤0.01%	653
2022 Q3	–	Sell	-10,208	Closed	-$200K	–	565
2022 Q2	$200K	Buy	+10,208	New	+$242K	0.01%	528
2022 Q1	–	Sell	-10,613	Closed	-$301K	–	631
2021 Q4	$301K	Buy	+10,613	New	+$330K	0.02%	423