Brandywine Oak Private Wealth’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 | – | Sell |
|
|||||
|
2025
Q1 | $251K | Sell |
|
|||||
|
2024
Q4 | $213K | Sell |
|
|||||
|
2024
Q3 | $353K | Hold |
|
|||||
|
2024
Q2 | $367K | Sell |
|
|||||
|
2024
Q1 | $352K | Hold |
|
|||||
|
2023
Q4 | $320K | Sell |
|
|||||
|
2023
Q3 | $304K | Hold |
|
|||||
|
2023
Q2 | $311K | Sell |
|
|||||
|
2023
Q1 | $322K | Sell |
|
|||||
|
2022
Q4 | $377K | Sell |
|
|||||
|
2022
Q3 | $368K | Sell |
|
|||||
|
2022
Q2 | $395K | Hold |
|
|||||
|
2022
Q1 | $402K | Sell |
|
|||||
|
2021
Q4 | $415K | Sell |
|
|||||
|
2021
Q3 | $343K | Sell |
|
|||||
|
2021
Q2 | $352K | Buy |
|
|||||
|
2021
Q1 | $320K | Sell |
|
|||||
|
2020
Q4 | $301K | Buy |
|
|||||
|
2020
Q3 | $242K | Buy |
|
|||||
|
2020
Q2 | $231K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $175K | Buy |
|