9WM
9258 Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.24M | Sell |
2,389
-48
| -2% | -$25K | 0.18% | 106 |
|
|
2024
Q2 | $1.32M | Hold |
2,437
| – | – | 0.2% | 95 |
|
|
2024
Q1 | $1.26M | Buy |
2,437
+2
| +0.1% | +$1.04K | 0.2% | 98 |
|
|
2023
Q4 | $1.15M | Buy |
2,435
+35
| +1% | +$16.5K | 0.2% | 99 |
|
|
2023
Q3 | $1.05M | Sell |
2,400
-42
| -2% | -$18.3K | 0.2% | 94 |
|
|
2023
Q2 | $1.08M | Buy |
2,442
+38
| +2% | +$16.9K | 0.2% | 91 |
|
|
2023
Q1 | $1.11M | Sell |
2,404
-3
| -0.1% | -$1.38K | 0.22% | 91 |
|
|
2022
Q4 | $1.23M | Buy |
2,407
+85
| +4% | +$43.6K | 0.27% | 80 |
|
|
2022
Q3 | $1.06M | Sell |
2,322
-133
| -5% | -$60.4K | 0.27% | 84 |
|
|
2022
Q2 | $1.19M | Buy |
2,455
+206
| +9% | +$99.4K | 0.3% | 84 |
|
|
2022
Q1 | $1.11M | Buy |
2,249
+77
| +4% | +$37.8K | 0.26% | 88 |
|
|
2021
Q4 | $1.01M | Buy |
2,172
+135
| +7% | +$62.6K | 0.23% | 104 |
|
|
2021
Q3 | $759K | Buy |
2,037
+33
| +2% | +$12.3K | 0.2% | 124 |
|
|
2021
Q2 | $765K | Buy |
2,004
+63
| +3% | +$24K | 0.21% | 123 |
|
|
2021
Q1 | $697K | Sell |
1,941
-147
| -7% | -$52.8K | 0.21% | 122 |
|
|
2020
Q4 | $670K | Hold |
2,088
| – | – | 0.22% | 119 |
|
|
2020
Q3 | $570K | Hold |
2,088
| – | – | 0.22% | 118 |
|
|
2020
Q2 | $549K | Hold |
2,088
| – | – | 0.22% | 127 |
|
|
2020
Q1 | $564K | Buy |
2,088
+29
| +1% | +$7.83K | 0.25% | 115 |
|
|
2019
Q4 | $622K | Buy |
+2,059
| New | +$622K | 0.23% | 123 |
|