Abacus Planning Group’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Sell
2025
Q2
$381K Buy
2025
Q1
$371K Buy
2024
Q4
$203K Sell
2024
Q3
$438K Buy
2024
Q2
$430K Sell
2024
Q1
$416K Buy
2023
Q4
$368K Sell
2023
Q3
$396K Buy
2023
Q2
$339K Buy
2023
Q1
$217K Hold
2022
Q4
$243K Hold
2022
Q3
$215K Hold
2022
Q2
$228K Hold
2022
Q1
$232K Hold
2021
Q4
$219K Buy