LKIM
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 |
|