Donaldson Capital 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 | $561K | Buy |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $3.51M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $955K | Sell |
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|
2023
Q3 | $1.06M | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.12M | Hold |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $908K | Buy |
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|
2021
Q2 | $929K | Hold |
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|
2021
Q1 | $874K | Hold |
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|
2020
Q4 | $781K | Sell |
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|
2020
Q3 | $656K | Sell |
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|
2020
Q2 | $643K | Sell |
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|
2020
Q1 | $557K | Hold |
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|
2019
Q4 | $741K | Sell |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $548K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $315K | Sell |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $285K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $270K | Hold |
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|
2017
Q3 | $228K | Sell |
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|
2017
Q2 | $226K | Buy |
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