Atlas Private 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
Q2 | $512K | Sell |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $732K | Buy |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $367K | Hold |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Buy |
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