EWM
Evergreen Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
12,947
+1,533
| +13% | +$596K | 2.82% | 14 |
|
|
2025
Q1 | $4.96M | Buy |
11,414
+1,673
| +17% | +$728K | 2.97% | 11 |
|
|
2024
Q4 | $3.59M | Buy |
9,741
+4,388
| +82% | +$1.62M | 2.12% | 17 |
|
|
2024
Q3 | $2.78M | Buy |
5,353
+1,418
| +36% | +$737K | 1.68% | 23 |
|
|
2024
Q2 | $2.13M | Hold |
3,935
| – | – | 1.41% | 29 |
|
|
2024
Q1 | $2.04M | Hold |
3,935
| – | – | 1.38% | 28 |
|
|
2023
Q4 | $1.86M | Buy |
3,935
+102
| +3% | +$48.1K | 1.36% | 28 |
|
|
2023
Q3 | $1.67M | Buy |
3,833
+435
| +13% | +$189K | 1.32% | 25 |
|
|
2023
Q2 | $1.51M | Buy |
+3,398
| New | +$1.51M | 1.18% | 30 |
|