Allworth Financial’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 | $1.22M | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $653K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $150K | Buy |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $132K | Buy |
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|
2020
Q3 | $92K | Hold |
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|
2020
Q2 | $90K | Hold |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Buy |
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