Lummis Asset Management’s Elevance Health ELV Stock Holding History

Lummis Asset Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7K	Hold
2025 Q1	$7.83K	Hold
2024 Q4	$6.64K	Hold
2024 Q3	$9.36K	Hold
2024 Q2	$9.75K	Hold
2024 Q1	$9.33K	Hold
2023 Q4	$8.49K	Buy