Everhart Financial Group’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
$495K Buy
2025
Q1
$518K Buy
2024
Q4
Sell
2024
Q3
$720K Buy
2024
Q2
$699K Buy
2024
Q1
$580K Buy
2023
Q4
$447K Buy
2023
Q3
$398K Sell
2023
Q2
$418K Sell
2023
Q1
$691K Buy
2022
Q4
$770K Buy
2022
Q3
$608K Buy
2022
Q2
$575K Buy
2022
Q1
$527K Buy
2021
Q4
$415K Buy
2021
Q2
Sell
2021
Q1
$219K Buy