LRIA
Leonard Rickey Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
1,267
+82
| +7% | +$31.9K | 0.1% | 62 |
|
|
2025
Q1 | $523K | Buy |
1,185
+124
| +12% | +$54.7K | 0.11% | 57 |
|
|
2024
Q4 | $391K | Buy |
1,061
+35
| +3% | +$12.9K | 0.09% | 66 |
|
|
2024
Q3 | $534K | Buy |
1,026
+11
| +1% | +$5.72K | 0.12% | 60 |
|
|
2024
Q2 | $550K | Buy |
1,015
+160
| +19% | +$86.7K | 0.13% | 56 |
|
|
2024
Q1 | $443K | Buy |
855
+83
| +11% | +$43K | 0.11% | 55 |
|
|
2023
Q4 | $364K | Buy |
772
+7
| +0.9% | +$3.3K | 0.11% | 57 |
|
|
2023
Q3 | $333K | Buy |
+765
| New | +$333K | 0.11% | 56 |
|