JWM
Janiczek Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $328K | Buy |
606
+72
| +13% | +$39K | 0.07% | 116 |
|
|
2024
Q1 | $277K | Sell |
534
-2
| -0.4% | -$1.04K | 0.06% | 141 |
|
|
2023
Q4 | $253K | Buy |
536
+94
| +21% | +$44.3K | 0.06% | 128 |
|
|
2023
Q3 | $192K | Buy |
442
+79
| +22% | +$34.4K | 0.05% | 147 |
|
|
2023
Q2 | $161K | Buy |
363
+86
| +31% | +$38.2K | 0.04% | 157 |
|
|
2023
Q1 | $134K | Sell |
277
-69
| -20% | -$33.4K | 0.04% | 167 |
|
|
2022
Q4 | $165K | Buy |
346
+51
| +17% | +$24.3K | 0.05% | 145 |
|
|
2022
Q3 | $138K | Buy |
295
+105
| +55% | +$49.1K | 0.05% | 145 |
|
|
2022
Q2 | $91K | Hold |
190
| – | – | 0.03% | 215 |
|
|
2022
Q1 | $93K | Buy |
190
+17
| +10% | +$8.32K | 0.03% | 215 |
|
|
2021
Q4 | $80K | Buy |
173
+78
| +82% | +$36.1K | 0.02% | 221 |
|
|
2021
Q3 | $35K | Buy |
95
+50
| +111% | +$18.4K | 0.01% | 347 |
|
|
2021
Q2 | $17K | Hold |
45
| – | – | 0.01% | 460 |
|
|
2021
Q1 | $16K | Sell |
45
-226
| -83% | -$80.4K | 0.01% | 444 |
|
|
2020
Q4 | $87K | Buy |
271
+239
| +747% | +$76.7K | 0.04% | 125 |
|
|
2020
Q3 | $9K | Buy |
+32
| New | +$9K | ﹤0.01% | 250 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$3K | – | 154 |
|
|
2018
Q2 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 120 |
|