Alpha Omega 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 | $342K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $544K | Hold |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $599K | Hold |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $289K | Hold |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $175K | Hold |
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|
2019
Q1 | $178K | Buy |
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|
2018
Q4 | $129K | Hold |
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|
2018
Q3 | $134K | Hold |
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|
2018
Q2 | $117K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $110K | Buy |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $67K | Hold |
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|
2017
Q1 | $59K | Sell |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $23K | Hold |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $24K | Buy |
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