LA
Legacy Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,345
| Closed | -$585K | – | 138 |
|
|
2025
Q1 | $585K | Buy |
1,345
+145
| +12% | +$63.1K | 0.06% | 239 |
|
|
2024
Q4 | $443K | Sell |
1,200
-54
| -4% | -$19.9K | 0.04% | 266 |
|
|
2024
Q3 | $652K | Buy |
1,254
+61
| +5% | +$31.7K | 0.07% | 212 |
|
|
2024
Q2 | $646K | Buy |
1,193
+117
| +11% | +$63.4K | 0.08% | 184 |
|
|
2024
Q1 | $558K | Sell |
1,076
-16
| -1% | -$8.3K | 0.07% | 198 |
|
|
2023
Q4 | $515K | Sell |
1,092
-4,477
| -80% | -$2.11M | 0.07% | 191 |
|
|
2023
Q3 | $2.42M | Buy |
5,569
+4,728
| +562% | +$2.06M | 0.39% | 68 |
|
|
2023
Q2 | $374K | Buy |
841
+34
| +4% | +$15.1K | 0.06% | 198 |
|
|
2023
Q1 | $371K | Buy |
807
+6
| +0.7% | +$2.76K | 0.07% | 178 |
|
|
2022
Q4 | $411K | Buy |
801
+42
| +6% | +$21.5K | 0.08% | 161 |
|
|
2022
Q3 | $345K | Buy |
759
+19
| +3% | +$8.64K | 0.08% | 160 |
|
|
2022
Q2 | $357K | Sell |
740
-38
| -5% | -$18.3K | 0.08% | 150 |
|
|
2022
Q1 | $382K | Buy |
+778
| New | +$382K | 0.07% | 143 |
|
|
2018
Q4 | – | Sell |
-414
| Closed | -$113K | – | 199 |
|
|
2018
Q3 | $113K | Buy |
+414
| New | +$113K | 0.06% | 174 |
|