FWTB
First Western Trust Bank’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
988
-33
| -3% | -$12.8K | 0.02% | 137 |
|
|
2025
Q1 | $444K | Sell |
1,021
-54
| -5% | -$23.5K | 0.02% | 124 |
|
|
2024
Q4 | $397K | Buy |
1,075
+2
| +0.2% | +$738 | 0.02% | 134 |
|
|
2024
Q3 | $558K | Hold |
1,073
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $581K | Buy |
1,073
+6
| +0.6% | +$3.25K | 0.03% | 110 |
|
|
2024
Q1 | $553K | Sell |
1,067
-56
| -5% | -$29K | 0.03% | 119 |
|
|
2023
Q4 | $530K | Sell |
1,123
-42
| -4% | -$19.8K | 0.03% | 122 |
|
|
2023
Q3 | $507K | Sell |
1,165
-31
| -3% | -$13.5K | 0.03% | 116 |
|
|
2023
Q2 | $531K | Sell |
1,196
-4
| -0.3% | -$1.78K | 0.03% | 119 |
|
|
2023
Q1 | $552K | Hold |
1,200
| – | – | 0.03% | 119 |
|
|
2022
Q4 | $616K | Buy |
1,200
+61
| +5% | +$31.3K | 0.04% | 111 |
|
|
2022
Q3 | $517K | Sell |
1,139
-24
| -2% | -$10.9K | 0.03% | 107 |
|
|
2022
Q2 | $565K | Sell |
1,163
-28
| -2% | -$13.6K | 0.04% | 108 |
|
|
2022
Q1 | $599K | Buy |
+1,191
| New | +$599K | 0.03% | 112 |
|