Axxcess Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
1,436
+305
| +27% | +$119K | 0.01% | 561 |
|
|
2025
Q1 | $492K | Sell |
1,131
-378
| -25% | -$164K | 0.01% | 561 |
|
|
2024
Q4 | $557K | Buy |
1,509
+490
| +48% | +$181K | 0.01% | 524 |
|
|
2024
Q3 | $530K | Sell |
1,019
-210
| -17% | -$109K | 0.01% | 537 |
|
|
2024
Q2 | $666K | Sell |
1,229
-450
| -27% | -$244K | 0.02% | 465 |
|
|
2024
Q1 | $871K | Buy |
1,679
+392
| +30% | +$203K | 0.02% | 403 |
|
|
2023
Q4 | $607K | Buy |
1,287
+9
| +0.7% | +$4.24K | 0.02% | 467 |
|
|
2023
Q3 | $556K | Buy |
+1,278
| New | +$556K | 0.02% | 444 |
|
|
2023
Q2 | – | Sell |
-1,266
| Closed | -$582K | – | 620 |
|
|
2023
Q1 | $582K | Sell |
1,266
-9
| -0.7% | -$4.14K | 0.04% | 341 |
|
|
2022
Q4 | $654K | Buy |
+1,275
| New | +$654K | 0.05% | 306 |
|