AssetMark Inc’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 | $26.3M | Buy |
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|
2025
Q1 | $18.2M | Buy |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $6.31M | Buy |
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|
2024
Q2 | $6.46M | Sell |
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|
2024
Q1 | $6.56M | Sell |
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|
2023
Q4 | $8.43M | Buy |
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|
2023
Q3 | $7.62M | Sell |
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|
2023
Q2 | $8.34M | Buy |
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|
2023
Q1 | $8.36M | Buy |
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|
2022
Q4 | $8.66M | Buy |
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|
2022
Q3 | $7.15M | Buy |
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|
2022
Q2 | $6.47M | Buy |
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|
2022
Q1 | $4.05M | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $179K | Sell |
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|
2020
Q4 | $171K | Sell |
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|
2020
Q3 | $157K | Sell |
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|
2020
Q2 | $174K | Sell |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $21.1M | Buy |
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|
2019
Q2 | $23.8M | Buy |
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|
2019
Q1 | $22.8M | Buy |
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|
2018
Q4 | $20.1M | Sell |
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|
2018
Q3 | $23.3M | Sell |
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|
2018
Q2 | $20.5M | Buy |
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|
2018
Q1 | $18.9M | Sell |
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|
2017
Q4 | $24.2M | Buy |
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|
2017
Q3 | $16.4M | Buy |
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|
2017
Q2 | $456K | Buy |
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|
2017
Q1 | $391K | Buy |
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|
2016
Q4 | $34K | Sell |
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|
2016
Q3 | $51K | Sell |
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|
2016
Q2 | $144K | Buy |
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|
2016
Q1 | $45K | Buy |
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|
2015
Q4 | $38K | Buy |
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