AWA
Aaron Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
1,087
+434
| +66% | +$169K | 0.04% | 283 |
|
|
2025
Q1 | $284K | Buy |
+653
| New | +$284K | 0.03% | 336 |
|
|
2024
Q4 | – | Sell |
-826
| Closed | -$430K | – | 464 |
|
|
2024
Q3 | $430K | Buy |
826
+56
| +7% | +$29.1K | 0.05% | 223 |
|
|
2024
Q2 | $417K | Buy |
770
+208
| +37% | +$113K | 0.06% | 186 |
|
|
2024
Q1 | $291K | Buy |
562
+81
| +17% | +$42K | 0.04% | 228 |
|
|
2023
Q4 | $227K | Sell |
481
-7,636
| -94% | -$3.6M | 0.04% | 227 |
|
|
2023
Q3 | $3.53M | Buy |
8,117
+6,535
| +413% | +$2.85M | 0.46% | 36 |
|
|
2023
Q2 | $703K | Buy |
1,582
+63
| +4% | +$28K | 0.09% | 123 |
|
|
2023
Q1 | $698K | Buy |
1,519
+70
| +5% | +$32.2K | 0.1% | 123 |
|
|
2022
Q4 | $743K | Sell |
1,449
-41
| -3% | -$21K | 0.11% | 108 |
|
|
2022
Q3 | $677K | Buy |
1,490
+15
| +1% | +$6.82K | 0.12% | 94 |
|
|
2022
Q2 | $711K | Sell |
1,475
-666,092
| -100% | -$321M | 0.18% | 76 |
|
|
2022
Q1 | $1.36M | Buy |
667,567
+666,040
| +43,618% | +$1.36M | 0.02% | 292 |
|
|
2021
Q4 | $707K | Buy |
1,527
+82
| +6% | +$38K | 0.2% | 76 |
|
|
2021
Q3 | $538K | Buy |
1,445
+11
| +0.8% | +$4.1K | 0.15% | 83 |
|
|
2021
Q2 | $547K | Sell |
1,434
-4
| -0.3% | -$1.53K | 0.18% | 81 |
|
|
2021
Q1 | $516K | Buy |
1,438
+6
| +0.4% | +$2.15K | 0.19% | 83 |
|
|
2020
Q4 | $459K | Buy |
+1,432
| New | +$459K | 0.17% | 85 |
|