CWAG
Compton Wealth Advisory Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-954
| Closed | -$352K | – | 90 |
|
|
2024
Q4 | $352K | Hold |
954
| – | – | 0.09% | 86 |
|
|
2024
Q3 | $496K | Hold |
954
| – | – | 0.13% | 79 |
|
|
2024
Q2 | $517K | Hold |
954
| – | – | 0.14% | 75 |
|
|
2024
Q1 | $495K | Hold |
954
| – | – | 0.14% | 74 |
|
|
2023
Q4 | $450K | Hold |
954
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $415K | Hold |
954
| – | – | 0.14% | 72 |
|
|
2023
Q2 | $424K | Sell |
954
-116
| -11% | -$51.5K | 0.14% | 73 |
|
|
2023
Q1 | $492K | Sell |
1,070
-86
| -7% | -$39.5K | 0.17% | 67 |
|
|
2022
Q4 | $593K | Buy |
1,156
+44
| +4% | +$22.6K | 0.23% | 65 |
|
|
2022
Q3 | $505K | Sell |
1,112
-289
| -21% | -$131K | 0.21% | 66 |
|
|
2022
Q2 | $676K | Sell |
1,401
-376
| -21% | -$181K | 0.29% | 64 |
|
|
2022
Q1 | $873K | Buy |
+1,777
| New | +$873K | 0.34% | 60 |
|