LAM
Lountzis Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
755
| – | – | 0.1% | 47 |
|
|
2025
Q1 | $312K | Sell |
755
-177
| -19% | -$73.2K | 0.12% | 47 |
|
|
2024
Q4 | $344K | Hold |
932
| – | – | 0.15% | 40 |
|
|
2024
Q3 | $485K | Buy |
932
+177
| +23% | +$92K | 0.2% | 34 |
|
|
2024
Q2 | $409K | Hold |
755
| – | – | 0.19% | 35 |
|
|
2024
Q1 | $391K | Hold |
755
| – | – | 0.19% | 36 |
|
|
2023
Q4 | $356K | Hold |
755
| – | – | 0.19% | 36 |
|
|
2023
Q3 | $329K | Hold |
755
| – | – | 0.18% | 37 |
|
|
2023
Q2 | $356K | Hold |
755
| – | – | 0.2% | 36 |
|
|
2023
Q1 | $347K | Buy |
+755
| New | +$347K | 0.21% | 38 |
|