WAM
Wakefield Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
4,000
| – | – | 0.43% | 70 |
|
|
2025
Q1 | $1.74M | Buy |
+4,000
| New | +$1.74M | 0.53% | 63 |
|
|
2019
Q4 | – | Sell |
-4,163
| Closed | -$1M | – | 167 |
|
|
2019
Q3 | $1M | Sell |
4,163
-5,592
| -57% | -$1.34M | 0.44% | 67 |
|
|
2019
Q2 | $2.75M | Sell |
9,755
-763
| -7% | -$215K | 1.09% | 38 |
|
|
2019
Q1 | $3.02M | Buy |
+10,518
| New | +$3.02M | 1.09% | 33 |
|