Asset Dedication LLC’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 | $1.03M | Buy |
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|
2025
Q1 | $893K | Buy |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $994K | Hold |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $121K | Sell |
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|
2019
Q3 | $155K | Sell |
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|
2019
Q2 | $190K | Buy |
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|
2019
Q1 | $177K | Buy |
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|
2018
Q4 | $112K | Sell |
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|
2018
Q3 | $122K | Sell |
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|
2018
Q2 | $165K | Sell |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q4 | $211K | Sell |
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|
2017
Q3 | $182K | Hold |
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|
2017
Q2 | $179K | Hold |
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|
2017
Q1 | $159K | Buy |
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|
2016
Q4 | $138K | Buy |
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|
2016
Q3 | $120K | Buy |
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|
2016
Q2 | $118K | Buy |
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|
2016
Q1 | $124K | Sell |
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|
2015
Q4 | $152K | Buy |
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