Te Ahumairangi Investment Management’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 | $6.3M | Buy |
16,200
+4,830
| +42% | +$1.88M | 1.13% | 27 |
|
|
2025
Q1 | $4.95M | Sell |
11,370
-650
| -5% | -$283K | 1.05% | 33 |
|
|
2024
Q4 | $4.43M | Buy |
12,020
+1,512
| +14% | +$558K | 0.93% | 45 |
|
|
2024
Q3 | $5.43M | Buy |
10,508
+2,983
| +40% | +$1.54M | 0.96% | 42 |
|
|
2024
Q2 | $4.08M | Sell |
7,525
-368
| -5% | -$199K | 0.78% | 50 |
|
|
2024
Q1 | $4.09M | Buy |
7,893
+2,665
| +51% | +$1.38M | 0.71% | 53 |
|
|
2023
Q4 | $2.47M | Buy |
+5,228
| New | +$2.47M | 0.47% | 65 |
|