LGT Financial Advisors’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391 Buy
+1
New +$391 ﹤0.01% 451
2023
Q4
Sell
-8
Closed -$3.48K 884
2023
Q3
$3.48K Sell
8
-1,935
-100% -$842K ﹤0.01% 697
2023
Q2
$863K Buy
1,943
+1,076
+124% +$478K 0.92% 35
2023
Q1
$399K Buy
+867
New +$399K 0.74% 29