Naples Global Advisors’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
2025
Q1
$409K Sell
2024
Q4
$642K Buy
2024
Q3
$655K Buy
2024
Q2
$618K Buy
2024
Q1
$570K Buy