Evermay 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
Q2 | $481K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $615K | Buy |
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|
2024
Q3 | $821K | Sell |
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|
2024
Q2 | $861K | Sell |
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|
2024
Q1 | $859K | Sell |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $754K | Buy |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $688K | Hold |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $665K | Hold |
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|
2021
Q3 | $535K | Sell |
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|
2021
Q2 | $567K | Hold |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $454K | Sell |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $570K | Sell |
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|
2019
Q3 | $498K | Buy |
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|
2019
Q2 | $582K | Sell |
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|
2019
Q1 | $604K | Hold |
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|
2018
Q4 | $552K | Hold |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $529K | Hold |
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|
2018
Q1 | $488K | Buy |
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|
2017
Q4 | $360K | Buy |
|