Colonial Trust 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 | $105K | Hold |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $99.2K | Hold |
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|
2024
Q3 | $140K | Hold |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $133K | Sell |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $199K | Sell |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $120K | Buy |
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