KLCM Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Hold |
551
| – | – | 0.02% | 154 |
|
2025
Q1 | $240K | Hold |
551
| – | – | 0.03% | 149 |
|
2024
Q4 | $203K | Hold |
551
| – | – | 0.02% | 158 |
|
2024
Q3 | $287K | Hold |
551
| – | – | 0.03% | 133 |
|
2024
Q2 | $299K | Hold |
551
| – | – | 0.04% | 129 |
|
2024
Q1 | $286K | Hold |
551
| – | – | 0.04% | 130 |
|
2023
Q4 | $260K | Buy |
+551
| New | +$260K | 0.04% | 124 |
|