JFGIW
Johnson Financial Group Inc (Wisconsin)’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
+3,139
| New | +$1.22M | 0.05% | 145 |
|
|
2024
Q4 | – | Sell |
-123
| Closed | -$64K | – | 879 |
|
|
2024
Q3 | $64K | Hold |
123
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $66.7K | Buy |
123
+4
| +3% | +$2.17K | ﹤0.01% | 428 |
|
|
2024
Q1 | $61.7K | Sell |
119
-153
| -56% | -$79.3K | ﹤0.01% | 407 |
|
|
2023
Q4 | $128K | Buy |
272
+215
| +377% | +$101K | 0.01% | 345 |
|
|
2023
Q3 | $24.8K | Sell |
57
-22
| -28% | -$9.58K | ﹤0.01% | 463 |
|
|
2023
Q2 | $35.1K | Buy |
79
+22
| +39% | +$9.78K | ﹤0.01% | 441 |
|
|
2023
Q1 | $26.2K | Buy |
57
+19
| +50% | +$8.74K | ﹤0.01% | 460 |
|
|
2022
Q4 | $19.5K | Sell |
38
-24
| -39% | -$12.3K | ﹤0.01% | 441 |
|
|
2022
Q3 | $28K | Sell |
62
-38
| -38% | -$17.2K | ﹤0.01% | 406 |
|
|
2022
Q2 | $48K | Buy |
100
+5
| +5% | +$2.4K | ﹤0.01% | 394 |
|
|
2022
Q1 | $46K | Sell |
95
-27
| -22% | -$13.1K | ﹤0.01% | 447 |
|
|
2021
Q4 | $57K | Buy |
122
+54
| +79% | +$25.2K | ﹤0.01% | 430 |
|
|
2021
Q3 | $25K | Hold |
68
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $26K | Buy |
+68
| New | +$26K | ﹤0.01% | 484 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 453 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 485 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$5K | – | 536 |
|
|
2019
Q3 | $5K | Buy |
21
+16
| +320% | +$3.81K | ﹤0.01% | 484 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 537 |
|
|
2019
Q1 | $1K | Sell |
5
-38
| -88% | -$7.6K | ﹤0.01% | 511 |
|
|
2018
Q4 | $11K | Sell |
43
-87
| -67% | -$22.3K | ﹤0.01% | 425 |
|
|
2018
Q3 | $36K | Sell |
130
-10
| -7% | -$2.77K | ﹤0.01% | 351 |
|
|
2018
Q2 | $33K | Hold |
140
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $31K | Sell |
140
-5
| -3% | -$1.11K | ﹤0.01% | 377 |
|
|
2017
Q4 | $33K | Hold |
145
| – | – | ﹤0.01% | 394 |
|
|
2017
Q3 | $28K | Hold |
145
| – | – | ﹤0.01% | 386 |
|
|
2017
Q2 | $27K | Hold |
145
| – | – | ﹤0.01% | 406 |
|
|
2017
Q1 | $24K | Sell |
145
-3,713
| -96% | -$615K | ﹤0.01% | 493 |
|
|
2016
Q4 | $555K | Buy |
3,858
+3,800
| +6,552% | +$547K | 0.08% | 195 |
|
|
2016
Q3 | $7K | Sell |
58
-5,645
| -99% | -$681K | ﹤0.01% | 616 |
|
|
2016
Q2 | $749K | Sell |
5,703
-72
| -1% | -$9.46K | 0.1% | 163 |
|
|
2016
Q1 | $803K | Buy |
5,775
+185
| +3% | +$25.7K | 0.16% | 130 |
|
|
2015
Q4 | $779K | Buy |
5,590
+30
| +0.5% | +$4.18K | 0.16% | 124 |
|
|
2015
Q3 | $778K | Sell |
5,560
-200
| -3% | -$28K | 0.17% | 127 |
|
|
2015
Q2 | $946K | Sell |
5,760
-7
| -0.1% | -$1.15K | 0.2% | 113 |
|
|
2015
Q1 | $890K | Buy |
+5,767
| New | +$890K | 0.19% | 115 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$2K | – | 804 |
|
|
2014
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 708 |
|