Arete Wealth Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $202K | Buy |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $505K | Buy |
|
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|
2024
Q4 | $305K | Buy |
|
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|
2024
Q3 | $393K | Sell |
|
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|
2024
Q2 | $711K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $364K | Buy |
|
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $375M | Sell |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $397K | Buy |
|