KWM
Kolinsky Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-655
| Closed | -$341K | – | 180 |
|
|
2024
Q3 | $341K | Sell |
655
-22
| -3% | -$11.4K | 0.22% | 104 |
|
|
2024
Q2 | $367K | Sell |
677
-34
| -5% | -$18.4K | 0.26% | 85 |
|
|
2024
Q1 | $369K | Buy |
711
+17
| +2% | +$8.82K | 0.28% | 84 |
|
|
2023
Q4 | $327K | Sell |
694
-165
| -19% | -$77.8K | 0.29% | 88 |
|
|
2023
Q3 | $374K | Buy |
859
+2
| +0.2% | +$871 | 0.37% | 66 |
|
|
2023
Q2 | $377K | Buy |
857
+70
| +9% | +$30.8K | 0.36% | 71 |
|
|
2023
Q1 | $362K | Buy |
787
+21
| +3% | +$9.66K | 0.38% | 60 |
|
|
2022
Q4 | $393K | Buy |
766
+64
| +9% | +$32.8K | 0.45% | 50 |
|
|
2022
Q3 | $319K | Buy |
702
+42
| +6% | +$19.1K | 0.4% | 59 |
|
|
2022
Q2 | $319K | Sell |
660
-46
| -7% | -$22.2K | 0.38% | 61 |
|
|
2022
Q1 | $347K | Buy |
706
+49
| +7% | +$24.1K | 0.34% | 62 |
|
|
2021
Q4 | $305K | Buy |
+657
| New | +$305K | 0.28% | 97 |
|