Cherry Tree Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45K | Sell |
14
-39
| -74% | -$15.2K | ﹤0.01% | 466 |
|
|
2025
Q1 | $23.1K | Buy |
53
+20
| +61% | +$8.7K | 0.01% | 329 |
|
|
2024
Q4 | $12.2K | Hold |
33
| – | – | ﹤0.01% | 386 |
|
|
2024
Q3 | $17.2K | Hold |
33
| – | – | ﹤0.01% | 361 |
|
|
2024
Q2 | $17.9K | Buy |
33
+14
| +74% | +$7.59K | ﹤0.01% | 340 |
|
|
2024
Q1 | $9.85K | Hold |
19
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $8.96K | Hold |
19
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $8.27K | Hold |
19
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $8.44K | Buy |
+19
| New | +$8.44K | ﹤0.01% | 350 |
|