Institute for Wealth Management’s Elanco Animal Health ELAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$633K Sell
44,316
-400
-0.9% -$5.71K 0.07% 264
2025
Q1
$470K Buy
44,716
+9,200
+26% +$96.6K 0.06% 303
2024
Q4
$430K Buy
35,516
+3,656
+11% +$44.3K 0.05% 313
2024
Q3
$468K Sell
31,860
-795
-2% -$11.7K 0.06% 315
2024
Q2
$471K Hold
32,655
0.06% 293
2024
Q1
$532K Buy
32,655
+600
+2% +$9.77K 0.07% 273
2023
Q4
$478K Sell
32,055
-3,726
-10% -$55.5K 0.08% 276
2023
Q3
$402K Hold
35,781
0.07% 287
2023
Q2
$360K Buy
35,781
+8,068
+29% +$81.2K 0.06% 317
2023
Q1
$261K Buy
+27,713
New +$261K 0.05% 378