Berger Financial Group’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
$4.77M Buy
2025
Q2
$5.65M Buy
2025
Q1
$6.2M Buy
2024
Q4
$208K Sell
2024
Q3
$302K Sell
2024
Q2
$341K Buy
2024
Q1
$326K Sell
2023
Q4
$307K Sell
2023
Q3
$298K Sell
2023
Q2
$308K Buy
2023
Q1
$315K Sell
2022
Q4
$356K Sell
2022
Q3
$337K Buy
2022
Q2
$306K Buy
2022
Q1
$285K Buy
2021
Q4
$200K Buy