AE Wealth Management’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
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $7.76M | Sell |
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|
2023
Q3 | $8.35M | Buy |
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|
2023
Q2 | $8.12M | Buy |
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|
2023
Q1 | $7.71M | Buy |
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|
2022
Q4 | $6.87M | Buy |
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|
2022
Q3 | $5.73M | Sell |
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|
2022
Q2 | $7.45M | Buy |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $2.76M | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $4.53M | Buy |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.57M | Buy |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $602K | Sell |
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|
2018
Q4 | $580K | Buy |
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|
2018
Q3 | $474K | Buy |
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