CWM
Compass Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
1,268
| – | – | 0.12% | 106 |
|
|
2025
Q1 | $552K | Sell |
1,268
-200
| -14% | -$87K | 0.14% | 102 |
|
|
2024
Q4 | $542K | Sell |
1,468
-50
| -3% | -$18.4K | 0.13% | 108 |
|
|
2024
Q3 | $789K | Sell |
1,518
-50
| -3% | -$26K | 0.19% | 88 |
|
|
2024
Q2 | $850K | Hold |
1,568
| – | – | 0.21% | 88 |
|
|
2024
Q1 | $813K | Hold |
1,568
| – | – | 0.2% | 94 |
|
|
2023
Q4 | $739K | Sell |
1,568
-25
| -2% | -$11.8K | 0.21% | 94 |
|
|
2023
Q3 | $694K | Sell |
1,593
-65
| -4% | -$28.3K | 0.22% | 101 |
|
|
2023
Q2 | $737K | Hold |
1,658
| – | – | 0.22% | 98 |
|
|
2023
Q1 | $762K | Hold |
1,658
| – | – | 0.24% | 100 |
|
|
2022
Q4 | $851K | Buy |
+1,658
| New | +$851K | 0.28% | 91 |
|