Dean Investment Associates’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 | $294K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $568K | Sell |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $727K | Sell |
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|
2021
Q4 | $748K | Sell |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $635K | Sell |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $537K | Sell |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $590K | Sell |
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|
2018
Q3 | $666K | Sell |
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|
2018
Q2 | $598K | Sell |
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|
2018
Q1 | $565K | Sell |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $948K | Sell |
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|
2016
Q4 | $832K | Buy |
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|
2016
Q3 | $428K | Sell |
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|
2016
Q2 | $453K | Sell |
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|
2016
Q1 | $488K | Sell |
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|
2015
Q4 | $497K | Sell |
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|
2015
Q3 | $554K | Sell |
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|
2015
Q2 | $684K | Sell |
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|
2015
Q1 | $650K | Sell |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $1.26M | Sell |
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|
2014
Q2 | $1.15M | Sell |
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|
2014
Q1 | $1.11M | Sell |
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|
2013
Q4 | $1.09M | Sell |
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|
2013
Q3 | $1.05M | Sell |
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|
2013
Q2 | $1.05M | Buy |
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