KWA
Kingswood Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
7,245
-175
| -2% | -$68.1K | 0.22% | 105 |
|
|
2025
Q1 | $3.23M | Sell |
7,420
-1,285
| -15% | -$559K | 0.29% | 82 |
|
|
2024
Q4 | $3.21M | Sell |
8,705
-2,028
| -19% | -$748K | 0.24% | 89 |
|
|
2024
Q3 | $5.58M | Sell |
10,733
-93
| -0.9% | -$48.4K | 0.4% | 53 |
|
|
2024
Q2 | $5.87M | Buy |
10,826
+1,903
| +21% | +$1.03M | 0.53% | 29 |
|
|
2024
Q1 | $4.63M | Sell |
8,923
-2,321
| -21% | -$1.2M | 0.53% | 29 |
|
|
2023
Q4 | $5.3M | Buy |
11,244
+2,678
| +31% | +$1.26M | 0.6% | 29 |
|
|
2023
Q3 | $4.84M | Sell |
8,566
-374
| -4% | -$211K | 0.83% | 21 |
|
|
2023
Q2 | $3.97M | Buy |
+8,940
| New | +$3.97M | 1.27% | 13 |
|