BFS
Bard Financial Services’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,150
| Closed | -$1.16M | – | 221 |
|
|
2024
Q2 | $1.16M | Hold |
2,150
| – | – | 0.12% | 111 |
|
|
2024
Q1 | $1.11M | Hold |
2,150
| – | – | 0.12% | 112 |
|
|
2023
Q4 | $1.01M | Hold |
2,150
| – | – | 0.11% | 117 |
|
|
2023
Q3 | $936K | Hold |
2,150
| – | – | 0.12% | 113 |
|
|
2023
Q2 | $955K | Hold |
2,150
| – | – | 0.07% | 171 |
|
|
2023
Q1 | $989K | Hold |
2,150
| – | – | 0.08% | 173 |
|
|
2022
Q4 | $1.1M | Hold |
2,150
| – | – | 0.09% | 154 |
|
|
2022
Q3 | $977K | Hold |
2,150
| – | – | 0.09% | 156 |
|
|
2022
Q2 | $1.04M | Hold |
2,150
| – | – | 0.09% | 152 |
|
|
2022
Q1 | $1.06M | Hold |
2,150
| – | – | 0.09% | 154 |
|
|
2021
Q4 | $997K | Hold |
2,150
| – | – | 0.08% | 151 |
|
|
2021
Q3 | $802K | Hold |
2,150
| – | – | 0.07% | 157 |
|
|
2021
Q2 | $821K | Hold |
2,150
| – | – | 0.07% | 156 |
|
|
2021
Q1 | $772K | Hold |
2,150
| – | – | 0.07% | 154 |
|
|
2020
Q4 | $690K | Buy |
+2,150
| New | +$690K | 0.07% | 158 |
|