BWCS
Beirne Wealth Consulting Services’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,379
| Closed | -$651K | – | 113 |
|
|
2023
Q4 | $651K | Buy |
+1,379
| New | +$651K | 0.32% | 62 |
|
|
2022
Q4 | – | Sell |
-1,050
| Closed | -$477K | – | 101 |
|
|
2022
Q3 | $477K | Hold |
1,050
| – | – | 0.18% | 63 |
|
|
2022
Q2 | $507K | Hold |
1,050
| – | – | 0.33% | 54 |
|
|
2022
Q1 | $516K | Hold |
1,050
| – | – | 0.29% | 58 |
|
|
2021
Q4 | $487K | Hold |
1,050
| – | – | 0.27% | 55 |
|
|
2021
Q3 | $391K | Hold |
1,050
| – | – | 0.22% | 64 |
|
|
2021
Q2 | $401K | Hold |
1,050
| – | – | 0.22% | 64 |
|
|
2021
Q1 | $377K | Sell |
1,050
-2,244
| -68% | -$806K | 0.22% | 57 |
|
|
2020
Q4 | $1.06M | Sell |
3,294
-222
| -6% | -$71.3K | 0.52% | 41 |
|
|
2020
Q3 | $944K | Buy |
3,516
+2,208
| +169% | +$593K | 0.55% | 36 |
|
|
2020
Q2 | $344K | Hold |
1,308
| – | – | 0.28% | 51 |
|
|
2020
Q1 | $297K | Hold |
1,308
| – | – | 0.32% | 50 |
|
|
2019
Q4 | $395K | Hold |
1,308
| – | – | 0.35% | 54 |
|
|
2019
Q3 | $314K | Hold |
1,308
| – | – | 0.26% | 92 |
|
|
2019
Q2 | $369K | Sell |
1,308
-322
| -20% | -$90.8K | 0.33% | 84 |
|
|
2019
Q1 | $468K | Sell |
1,630
-49
| -3% | -$14.1K | 0.37% | 88 |
|
|
2018
Q4 | $441K | Buy |
+1,679
| New | +$441K | 0.38% | 81 |
|