Beacon Pointe Advisors’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 | $1.54M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $3.97M | Sell |
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|
2024
Q2 | $4.2M | Sell |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $3.83M | Buy |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $4.28M | Buy |
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|
2022
Q4 | $4.58M | Sell |
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|
2022
Q3 | $4.32M | Sell |
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|
2022
Q2 | $4.92M | Sell |
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $459K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $241K | Buy |
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