WAM
Weinberger Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
1,183
+18
| +2% | +$7K | 0.18% | 59 |
|
|
2025
Q1 | $507K | Sell |
1,165
-8
| -0.7% | -$3.48K | 0.22% | 58 |
|
|
2024
Q4 | $433K | Sell |
1,173
-5
| -0.4% | -$1.85K | 0.18% | 64 |
|
|
2024
Q3 | $613K | Sell |
1,178
-4
| -0.3% | -$2.08K | 0.26% | 53 |
|
|
2024
Q2 | $641K | Buy |
1,182
+39
| +3% | +$21.1K | 0.3% | 49 |
|
|
2024
Q1 | $593K | Buy |
1,143
+6
| +0.5% | +$3.11K | 0.29% | 48 |
|
|
2023
Q4 | $536K | Buy |
1,137
+79
| +7% | +$37.2K | 0.28% | 54 |
|
|
2023
Q3 | $461K | Buy |
1,058
+3
| +0.3% | +$1.31K | 0.26% | 54 |
|
|
2023
Q2 | $469K | Buy |
1,055
+8
| +0.8% | +$3.55K | 0.26% | 55 |
|
|
2023
Q1 | $482K | Buy |
1,047
+3
| +0.3% | +$1.38K | 0.28% | 53 |
|
|
2022
Q4 | $536K | Buy |
1,044
+3
| +0.3% | +$1.54K | 0.33% | 48 |
|
|
2022
Q3 | $473K | Buy |
1,041
+3
| +0.3% | +$1.36K | 0.33% | 47 |
|
|
2022
Q2 | $501K | Buy |
+1,038
| New | +$501K | 0.33% | 45 |
|