LGA
Lebenthal Global Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
1,545
+238
| +18% | +$92.6K | 0.11% | 124 |
|
|
2025
Q1 | $568K | Buy |
+1,307
| New | +$568K | 0.11% | 122 |
|
|
2024
Q4 | – | Sell |
-525
| Closed | -$273K | – | 197 |
|
|
2024
Q3 | $273K | Buy |
525
+22
| +4% | +$11.4K | 0.06% | 165 |
|
|
2024
Q2 | $273K | Buy |
503
+3
| +0.6% | +$1.63K | 0.06% | 161 |
|
|
2024
Q1 | $259K | Buy |
500
+43
| +9% | +$22.3K | 0.06% | 169 |
|
|
2023
Q4 | $216K | Buy |
+457
| New | +$216K | 0.05% | 181 |
|