LAM
Lummis Asset Management’s Elevance Health ELV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7K | Hold |
18
| – | – | ﹤0.01% | 123 |
|
2025
Q1 | $7.83K | Hold |
18
| – | – | 0.01% | 125 |
|
2024
Q4 | $6.64K | Hold |
18
| – | – | 0.01% | 99 |
|
2024
Q3 | $9.36K | Hold |
18
| – | – | 0.01% | 99 |
|
2024
Q2 | $9.75K | Hold |
18
| – | – | 0.01% | 93 |
|
2024
Q1 | $9.33K | Hold |
18
| – | – | 0.01% | 94 |
|
2023
Q4 | $8.49K | Buy |
+18
| New | +$8.49K | 0.01% | 121 |
|