Caldwell Trust’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
280
|
|
||||
|
2025
Q1 | $122K | Sell |
280
-40
|
|
||||
|
2024
Q4 | $118K | Sell |
320
-249
|
|
||||
|
2024
Q3 | $296K | Hold |
569
|
|
||||
|
2024
Q2 | $308K | Hold |
569
|
|
||||
|
2024
Q1 | $295K | Hold |
569
|
|
||||
|
2023
Q4 | $268K | Hold |
569
|
|
||||
|
2023
Q3 | $248K | Hold |
569
|
|
||||
|
2023
Q2 | $253K | Hold |
569
|
|
||||
|
2023
Q1 | $262K | Sell |
569
-6
|
|
||||
|
2022
Q4 | $295K | Sell |
575
-35
|
|
||||
|
2022
Q3 | $277K | Sell |
610
-15
|
|
||||
|
2022
Q2 | $302K | Hold |
625
|
|
||||
|
2022
Q1 | $307K | Hold |
625
|
|
||||
|
2021
Q4 | $290K | Hold |
625
|
|
||||
|
2021
Q3 | $233K | Sell |
625
-43
|
|
||||
|
2021
Q2 | $255K | Hold |
668
|
|
||||
|
2021
Q1 | $240K | Hold |
668
|
|
||||
|
2020
Q4 | $214K | Hold |
668
|
|
||||
|
2020
Q3 | $179K | Sell |
668
-100
|
|
||||
|
2020
Q2 | $202K | Sell |
768
-75
|
|
||||
|
2020
Q1 | $191K | Buy |
843
+50
|
|
||||
|
2019
Q4 | $240K | Buy |
+793
|
|