Congress Wealth Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $1.08M | Sell |
|
|||||
|
2024
Q4 | $969K | Buy |
|
|||||
|
2024
Q3 | $1.12M | Buy |
|
|||||
|
2024
Q2 | $925K | Sell |
|
|||||
|
2024
Q1 | $941K | Sell |
|
|||||
|
2023
Q4 | $978K | Buy |
|
|||||
|
2023
Q3 | $746K | Buy |
|
|||||
|
2023
Q2 | $758K | Buy |
|
|||||
|
2023
Q1 | $777K | Sell |
|
|||||
|
2022
Q4 | $984K | Buy |
|
|||||
|
2022
Q3 | $456K | Sell |
|
|||||
|
2022
Q2 | $485K | Sell |
|
|||||
|
2022
Q1 | $507K | Buy |
|
|||||
|
2021
Q4 | $458K | Buy |
|