Client 1st Advisory Group’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
Q3 | $380K | Buy |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $312K | Sell |
|
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|
2024
Q3 | $442K | Sell |
|
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|
2024
Q2 | $521K | Buy |
|
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|
2024
Q1 | $458K | Buy |
|
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|
2023
Q4 | $356K | Buy |
|
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $275K | Sell |
|
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $410K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $229K | Buy |
|