CWP
Concord Wealth Partners’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
604
+199
| +49% | +$77.5K | 0.03% | 187 |
|
|
2025
Q1 | $176K | Sell |
405
-1,983
| -83% | -$864K | 0.03% | 196 |
|
|
2024
Q4 | $881K | Sell |
2,388
-57
| -2% | -$21K | 0.14% | 110 |
|
|
2024
Q3 | $1.27M | Buy |
2,445
+208
| +9% | +$108K | 0.21% | 83 |
|
|
2024
Q2 | $1.21M | Sell |
2,237
-118
| -5% | -$63.9K | 0.21% | 92 |
|
|
2024
Q1 | $1.22M | Buy |
2,355
+561
| +31% | +$291K | 0.22% | 90 |
|
|
2023
Q4 | $846K | Buy |
1,794
+1,083
| +152% | +$511K | 0.17% | 100 |
|
|
2023
Q3 | $310K | Sell |
711
-369
| -34% | -$161K | 0.07% | 150 |
|
|
2023
Q2 | $480K | Buy |
1,080
+201
| +23% | +$89.3K | 0.1% | 114 |
|
|
2023
Q1 | $404K | Buy |
879
+160
| +22% | +$73.6K | 0.11% | 95 |
|
|
2022
Q4 | $369K | Sell |
719
-154
| -18% | -$79K | 0.11% | 111 |
|
|
2022
Q3 | $396K | Sell |
873
-43
| -5% | -$19.5K | 0.13% | 108 |
|
|
2022
Q2 | $442K | Buy |
916
+76
| +9% | +$36.7K | 0.12% | 113 |
|
|
2022
Q1 | $413K | Buy |
840
+9
| +1% | +$4.43K | 0.11% | 116 |
|
|
2021
Q4 | $385K | Buy |
831
+105
| +14% | +$48.6K | 0.09% | 119 |
|
|
2021
Q3 | $271K | Sell |
726
-76
| -9% | -$28.4K | 0.11% | 68 |
|
|
2021
Q2 | $306K | Buy |
802
+38
| +5% | +$14.5K | 0.09% | 97 |
|
|
2021
Q1 | $274K | Sell |
764
-248
| -25% | -$88.9K | 0.09% | 102 |
|
|
2020
Q4 | $325K | Buy |
+1,012
| New | +$325K | 0.25% | 53 |
|