Carson Wealth (CWM LLC)’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 | $6.17M | Buy |
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|
2025
Q2 | $2.77M | Sell |
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|
2025
Q1 | $5.98M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q3 | $2.58M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q2 | $516K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $516K | Hold |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $516K | Hold |
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|
2019
Q4 | $516K | Hold |
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|
2019
Q3 | $516K | Hold |
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|
2019
Q2 | $516K | Hold |
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|
2019
Q1 | $516K | Buy |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $12K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $18K | Buy |
|