Cassady Schiller Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Buy |
|
|||||
|
2024
Q3 | $316K | Hold |
|
|||||
|
2024
Q2 | $329K | Sell |
|
|||||
|
2024
Q1 | $341K | Buy |
|
|||||
|
2023
Q4 | $307K | Sell |
|
|||||
|
2023
Q3 | $399K | Hold |
|
|||||
|
2023
Q2 | $407K | Hold |
|
|||||
|
2023
Q1 | $421K | Hold |
|
|||||
|
2022
Q4 | $470K | Sell |
|
|||||
|
2022
Q3 | $449K | Hold |
|
|||||
|
2022
Q2 | $477K | Hold |
|
|||||
|
2022
Q1 | $485K | Buy |
|
|||||
|
2021
Q4 | $452K | Buy |
|