Atticus Wealth Management’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 | $93.5K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $88.5K | Sell |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $189K | Hold |
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|
2024
Q1 | $181K | Hold |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $165K | Sell |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $76K | Buy |
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