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LM Advisors’s Elevance Health ELV Stock Holding History

LM Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$389K Sell
1,000
-5
-0.5% -$1.95K 0.05% 138
2025
Q1 		$437K Buy
+1,005
New +$437K 0.08% 167
2024
Q1 		– Sell
-250
Closed -$118K – 357
2023
Q4 		$118K Buy
+250
New +$118K 0.02% 235