Concord Wealth Partners’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 | $235K | Buy |
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|
2025
Q1 | $176K | Sell |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $325K | Buy |
|