American Trust’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
$217K Sell
2025
Q1
$273K Buy
2024
Q4
$206K Sell
2024
Q3
$386K Sell
2024
Q2
$411K Sell
2024
Q1
$402K Buy
2023
Q4
$356K Sell
2023
Q3
$333K Sell
2023
Q2
$403K Sell
2023
Q1
$435K Buy
2022
Q4
$470K Sell
2022
Q3
$467K Sell
2022
Q2
$505K Buy
2022
Q1
$486K Sell
2021
Q4
$485K Buy