Douglass Winthrop Advisors’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 | $438K | Sell |
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|
2025
Q1 | $636K | Sell |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $786K | Hold |
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|
2024
Q2 | $819K | Hold |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $577K | Hold |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $609K | Sell |
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|
2022
Q4 | $698K | Hold |
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|
2022
Q3 | $618K | Hold |
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|
2022
Q2 | $657K | Hold |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $684K | Hold |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $458K | Hold |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $335K | Buy |
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