Dakota 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
Q3
Sell
2025
Q2
$304K Buy
2025
Q1
$257K Buy
2024
Q4
Sell
2024
Q3
$555K Buy
2024
Q2
$513K Buy
2024
Q1
$482K Buy
2023
Q4
$294K Sell
2023
Q3
$284K Sell
2023
Q2
$383K Sell
2023
Q1
$399K Buy
2022
Q4
$368K Buy
2022
Q3
$203K Buy