Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $376K | Sell |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $588K | Hold |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $373K | Hold |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q2 | $239K | Buy |
|