Carson Wealth (CWM LLC)’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
7,126
-6,616
| -48% | -$2.57M | 0.01% | 820 |
|
|
2025
Q1 | $5.98M | Buy |
13,742
+9,311
| +210% | +$4.05M | 0.02% | 474 |
|
|
2024
Q4 | $1.64M | Sell |
4,431
-3,114
| -41% | -$1.15M | 0.01% | 860 |
|
|
2024
Q3 | $3.92M | Sell |
7,545
-888
| -11% | -$462K | 0.02% | 500 |
|
|
2024
Q2 | $4.57M | Buy |
8,433
+1,068
| +15% | +$579K | 0.02% | 436 |
|
|
2024
Q1 | $3.82M | Buy |
7,365
+1,305
| +22% | +$677K | 0.02% | 465 |
|
|
2023
Q4 | $2.86M | Buy |
6,060
+140
| +2% | +$66K | 0.02% | 513 |
|
|
2023
Q3 | $2.58M | Sell |
5,920
-2
| -0% | -$871 | 0.02% | 492 |
|
|
2023
Q2 | $2.63M | Buy |
5,922
+472
| +9% | +$210K | 0.02% | 469 |
|
|
2023
Q1 | $2.51M | Sell |
5,450
-121
| -2% | -$55.6K | 0.02% | 443 |
|
|
2022
Q4 | $2.86M | Buy |
5,571
+295
| +6% | +$151K | 0.02% | 391 |
|
|
2022
Q3 | $2.4M | Buy |
5,276
+573
| +12% | +$260K | 0.02% | 398 |
|
|
2022
Q2 | $2.27M | Buy |
4,703
+111
| +2% | +$53.6K | 0.02% | 397 |
|
|
2022
Q1 | $2.26M | Buy |
4,592
+2,119
| +86% | +$1.04M | 0.02% | 391 |
|
|
2021
Q4 | $1.15M | Buy |
+2,473
| New | +$1.15M | 0.01% | 551 |
|
|
2021
Q2 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2021
Q1 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2020
Q4 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2020
Q2 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2020
Q1 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2019
Q4 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2019
Q3 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2019
Q2 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 668 |
|
|
2019
Q1 | $516K | Buy |
1,351
+1,231
| +1,026% | +$470K | ﹤0.01% | 668 |
|
|
2018
Q4 | $32K | Buy |
120
+17
| +17% | +$4.53K | ﹤0.01% | 990 |
|
|
2018
Q3 | $28K | Sell |
103
-24
| -19% | -$6.52K | ﹤0.01% | 873 |
|
|
2018
Q2 | $30K | Buy |
127
+92
| +263% | +$21.7K | ﹤0.01% | 740 |
|
|
2018
Q1 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 889 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$12K | – | 1208 |
|
|
2016
Q4 | $12K | Buy |
+80
| New | +$12K | ﹤0.01% | 694 |
|
|
2014
Q1 | – | Sell |
-192
| Closed | -$18K | – | 230 |
|
|
2013
Q4 | $18K | Buy |
+192
| New | +$18K | ﹤0.01% | 353 |
|