AW
Avion Wealth’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
44
+24
| +120% | +$9.27K | ﹤0.01% | 344 |
|
|
2025
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $7K | Sell |
20
-11
| -35% | -$3.85K | ﹤0.01% | 460 |
|
|
2024
Q3 | $16K | Buy |
31
+2
| +7% | +$1.03K | ﹤0.01% | 288 |
|
|
2024
Q2 | $15K | Buy |
29
+3
| +12% | +$1.55K | ﹤0.01% | 263 |
|
|
2024
Q1 | $14K | Buy |
26
+9
| +53% | +$4.85K | ﹤0.01% | 258 |
|
|
2023
Q4 | $8K | Buy |
17
+3
| +21% | +$1.41K | ﹤0.01% | 302 |
|
|
2023
Q3 | $5K | Buy |
14
+2
| +17% | +$714 | ﹤0.01% | 354 |
|
|
2023
Q2 | $4K | Buy |
12
+7
| +140% | +$2.33K | ﹤0.01% | 371 |
|
|
2023
Q1 | $2K | Buy |
5
+2
| +67% | +$800 | ﹤0.01% | 376 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 445 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 366 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 322 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 325 |
|