LWM
LJI Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
538
-19
| -3% | -$7.39K | 0.04% | 174 |
|
|
2025
Q1 | $242K | Hold |
557
| – | – | 0.05% | 155 |
|
|
2024
Q4 | $205K | Hold |
557
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $290K | Hold |
557
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $302K | Hold |
557
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $289K | Hold |
557
| – | – | 0.07% | 118 |
|
|
2023
Q4 | $263K | Sell |
557
-5
| -0.9% | -$2.36K | 0.07% | 140 |
|
|
2023
Q3 | $245K | Buy |
562
+5
| +0.9% | +$2.18K | 0.07% | 141 |
|
|
2023
Q2 | $247K | Hold |
557
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $256K | Hold |
557
| – | – | 0.08% | 127 |
|
|
2022
Q4 | $286K | Buy |
+557
| New | +$286K | 0.1% | 102 |
|