KMG Fiduciary Partners’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 | – | Sell |
-782
| Closed | -$340K | – | 293 |
|
|
2025
Q1 | $340K | Buy |
+782
| New | +$340K | 0.03% | 246 |
|
|
2024
Q1 | – | Sell |
-789
| Closed | -$372K | – | 235 |
|
|
2023
Q4 | $372K | Buy |
+789
| New | +$372K | 0.04% | 191 |
|
|
2021
Q1 | – | Sell |
-787
| Closed | -$248K | – | 173 |
|
|
2020
Q4 | $248K | Hold |
787
| – | – | 0.05% | 150 |
|
|
2020
Q3 | $211K | Buy |
+787
| New | +$211K | 0.05% | 140 |
|