Kuhn & Co Investment Counsel’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 | $389K | Hold |
1,000
| – | – | 0.29% | 97 |
|
|
2025
Q1 | $435K | Hold |
1,000
| – | – | 0.37% | 87 |
|
|
2024
Q4 | $369K | Sell |
1,000
-6
| -0.6% | -$2.21K | 0.31% | 93 |
|
|
2024
Q3 | $523K | Hold |
1,006
| – | – | 0.45% | 79 |
|
|
2024
Q2 | $545K | Hold |
1,006
| – | – | 0.49% | 69 |
|
|
2024
Q1 | $522K | Hold |
1,006
| – | – | 0.49% | 71 |
|
|
2023
Q4 | $474K | Buy |
+1,006
| New | +$474K | 0.49% | 71 |
|