WJWM
Williams Jones Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-512
| Closed | -$223K | – | 517 |
|
|
2025
Q1 | $223K | Buy |
+512
| New | +$223K | ﹤0.01% | 449 |
|
|
2024
Q4 | – | Sell |
-513
| Closed | -$267K | – | 510 |
|
|
2024
Q3 | $267K | Sell |
513
-8
| -2% | -$4.16K | ﹤0.01% | 445 |
|
|
2024
Q2 | $282K | Buy |
521
+9
| +2% | +$4.88K | ﹤0.01% | 425 |
|
|
2024
Q1 | $265K | Buy |
512
+12
| +2% | +$6.22K | ﹤0.01% | 450 |
|
|
2023
Q4 | $236K | Hold |
500
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $218K | Sell |
500
-25
| -5% | -$10.9K | ﹤0.01% | 472 |
|
|
2023
Q2 | $233K | Buy |
525
+25
| +5% | +$11.1K | ﹤0.01% | 461 |
|
|
2023
Q1 | $230K | Sell |
500
-100
| -17% | -$46K | ﹤0.01% | 485 |
|
|
2022
Q4 | $308K | Sell |
600
-108
| -15% | -$55.4K | 0.01% | 437 |
|
|
2022
Q3 | $322K | Buy |
708
+197
| +39% | +$89.6K | 0.01% | 432 |
|
|
2022
Q2 | $247K | Buy |
511
+11
| +2% | +$5.32K | ﹤0.01% | 491 |
|
|
2022
Q1 | $246K | Hold |
500
| – | – | ﹤0.01% | 448 |
|
|
2021
Q4 | $232K | Buy |
+500
| New | +$232K | ﹤0.01% | 441 |
|