LKIM
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Lawson Kroeker Investment Management’s Elevance Health ELV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.5M Buy
34,606
+800
+2% +$311K 2.5% 11
2025
Q1
$14.7M Buy
33,806
+1,718
+5% +$747K 2.71% 11
2024
Q4
$11.8M Buy
32,088
+4,372
+16% +$1.61M 2.23% 13
2024
Q3
$14.4M Buy
27,716
+433
+2% +$225K 2.63% 12
2024
Q2
$14.8M Sell
27,283
-14
-0.1% -$7.59K 2.85% 10
2024
Q1
$14.2M Buy
27,297
+13
+0% +$6.74K 2.68% 12
2023
Q4
$12.9M Sell
27,284
-181
-0.7% -$85.4K 2.64% 13
2023
Q3
$12M Buy
27,465
+69
+0.3% +$30K 2.64% 12
2023
Q2
$12.2M Buy
27,396
+20,516
+298% +$9.12M 2.92% 8
2023
Q1
$3.16M Buy
+6,880
New +$3.16M 0.71% 44
2013
Q3
Sell
-3,650
Closed -$299K 78
2013
Q2
$299K Buy
+3,650
New +$299K 0.1% 74