FTWA
Fifth Third Wealth Advisors’s Elevance Health ELV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Buy |
3,925
+27
| +0.7% | +$10.5K | 0.06% | 191 |
|
2025
Q1 | $1.7M | Buy |
3,898
+1,545
| +66% | +$672K | 0.09% | 159 |
|
2024
Q4 | $868K | Buy |
2,353
+147
| +7% | +$54.2K | 0.05% | 224 |
|
2024
Q3 | $1.15M | Buy |
2,206
+39
| +2% | +$20.3K | 0.07% | 177 |
|
2024
Q2 | $1.17M | Buy |
+2,167
| New | +$1.17M | 0.09% | 147 |
|
2023
Q3 | – | Sell |
-526
| Closed | -$234K | – | 157 |
|
2023
Q2 | $234K | Buy |
+526
| New | +$234K | 0.15% | 129 |
|