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Cidel Asset Management’s Elevance Health ELV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2,871
+286
+11% +$111K 0.07% 116
2025
Q1
$1.12M Buy
2,585
+288
+13% +$125K 0.07% 108
2024
Q4
$847K Buy
2,297
+237
+12% +$87.4K 0.06% 129
2024
Q3
$1.07M Hold
2,060
0.08% 112
2024
Q2
$1.12M Buy
2,060
+35
+2% +$19K 0.09% 101
2024
Q1
$1.05M Buy
2,025
+47
+2% +$24.4K 0.08% 112
2023
Q4
$933K Buy
+1,978
New +$933K 0.04% 122