Clearstead Advisors’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 | $3.08M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $4.56M | Sell |
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|
2024
Q2 | $4.8M | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $809K | Buy |
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|
2021
Q2 | $778K | Buy |
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|
2021
Q1 | $726K | Buy |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $451K | Sell |
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|
2020
Q2 | $442K | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $504K | Sell |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $359K | Buy |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | $313K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $295K | Sell |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $235K | Buy |
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