LWM
Lakeridge Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
735
+6
| +0.8% | +$2.33K | 0.13% | 122 |
|
|
2025
Q1 | $317K | Buy |
729
+9
| +1% | +$3.91K | 0.16% | 116 |
|
|
2024
Q4 | $266K | Buy |
720
+4
| +0.6% | +$1.48K | 0.14% | 126 |
|
|
2024
Q3 | $372K | Sell |
716
-1
| -0.1% | -$520 | 0.2% | 95 |
|
|
2024
Q2 | $388K | Hold |
717
| – | – | 0.23% | 84 |
|
|
2024
Q1 | $372K | Buy |
717
+2
| +0.3% | +$1.04K | 0.24% | 84 |
|
|
2023
Q4 | $337K | Buy |
+715
| New | +$337K | 0.24% | 84 |
|