Institute for Wealth 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	$976K	Sell	40,788 -222	-0.5%	-$5.43K	0.1%	200
2025 Q4	$928K	Sell	41,010 -506	-1%	-$11K	0.1%	207
2025 Q3	$836K	Sell	41,516 -2,800	-6%	-$46.9K	0.09%	228
2025 Q2	$633K	Sell	44,316 -400	-0.9%	-$4.67K	0.07%	265
2025 Q1	$470K	Buy	44,716 +9,200	+26%	+$104K	0.06%	304
2024 Q4	$430K	Buy	35,516 +3,656	+11%	+$47.8K	0.05%	314
2024 Q3	$468K	Sell	31,860 -795	-2%	-$11.1K	0.06%	315
2024 Q2	$471K	Hold	32,655	–	–	0.06%	293
2024 Q1	$532K	Buy	32,655 +600	+2%	+$9.38K	0.07%	277
2023 Q4	$478K	Sell	32,055 -3,726	-10%	-$42.2K	0.08%	279
2023 Q3	$402K	Hold	35,781	–	–	0.07%	293
2023 Q2	$360K	Buy	35,781 +8,068	+29%	+$74.9K	0.06%	324
2023 Q1	$261K	Buy	+27,713	New	+$327K	0.05%	383