Ascent Wealth Partners’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
Q3 | $247K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $484K | Sell |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $393K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $286K | Buy |
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|
2019
Q3 | $218K | Sell |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | $283K | Buy |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $227K | Sell |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $218K | Buy |
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