Cary Street Partners Investment Advisory’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 | $312K | Buy |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $5.95M | Sell |
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|
2024
Q2 | $6.73M | Buy |
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|
2024
Q1 | $6.44M | Sell |
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|
2023
Q4 | $5.91M | Buy |
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|
2023
Q3 | $5.26M | Sell |
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|
2023
Q2 | $5.49M | Sell |
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|
2023
Q1 | $5.75M | Sell |
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|
2022
Q4 | $6.48M | Buy |
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|
2022
Q3 | $5.74M | Buy |
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|
2022
Q2 | $5.33M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $923K | Buy |
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|
2020
Q3 | $161K | Buy |
|