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