Defined 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
$518K Sell
2025
Q1
$588K Buy
2024
Q4
$494K Sell
2024
Q3
$920K Buy
2024
Q2
$954K Buy
2024
Q1
$911K Buy
2023
Q4
$828K Buy
2023
Q3
$763K Buy
2023
Q2
$776K Buy
2023
Q1
$802K Hold
2022
Q4
$895K Hold
2022
Q3
$793K Hold
2022
Q2
$842K Hold
2022
Q1
$857K Hold
2021
Q4
$809K Hold
2021
Q3
$651K Hold
2021
Q2
$666K Hold
2021
Q1
$626K Hold
2020
Q4
$560K Buy