Sienna Gestion’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
16,710
+1,506
| +10% | +$535K | 0.41% | 86 |
|
|
2025
Q1 | $6.43M | Sell |
15,204
-1,615
| -10% | -$683K | 0.52% | 73 |
|
|
2024
Q4 | $6.2M | Hold |
16,819
| – | – | 0.42% | 87 |
|
|
2024
Q3 | $8.72M | Buy |
16,819
+3,825
| +29% | +$1.98M | 0.58% | 63 |
|
|
2024
Q2 | $7.04M | Buy |
12,994
+81
| +0.6% | +$43.9K | 0.63% | 59 |
|
|
2024
Q1 | $6.7M | Buy |
+12,913
| New | +$6.7M | 0.58% | 69 |
|