Bartlett & Co 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
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.51M | Hold |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | $247K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | $187K | Hold |
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|
2018
Q1 | $173K | Buy |
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