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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

ELV holding history

Elevance Health, Inc. in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q3 2023 holdings

Shares (Q3 2023)
6,727
Value
$2.93M
% of portfolio
1.2%
Quarters held
11
Since Q1 2021
Holdings of ELV by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20236,727$2.93M1.2%+248+3.8%AddedHolders
Q2 20236,479$2.88M1.0%+497+8.3%AddedHolders
Q1 20235,982$2.75M1.0%+652+12.2%AddedHolders
Q4 20225,330$2.73M1.1%+137+2.6%AddedHolders
Q3 20225,193$2.36M1.1%+513+11.0%AddedHolders
Q2 20224,680$2.26M1.0%+112+2.5%AddedHolders
Q1 20224,568$2.24M1.0%+164+3.7%AddedHolders
Q4 20214,404$2.04M0.8%+1,247+39.5%AddedHolders
Q3 20213,157$1.18M0.6%+98+3.2%AddedHolders
Q2 20213,059$1.17M0.5%+63+2.1%AddedHolders
Q1 20212,996$1.07M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.