Eschler Asset Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,953
Closed -$1.09M 45
2024
Q4
$1.09M Buy
+2,953
New +$1.09M 2.56% 9
2024
Q1
Sell
-724
Closed -$341K 108
2023
Q4
$341K Buy
724
+116
+19% +$54.7K 0.27% 56
2023
Q3
$265K Buy
+608
New +$265K 0.31% 62