EverSource Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
2,461
+764
| +45% | +$297K | 0.04% | 290 |
|
|
2025
Q1 | $738K | Buy |
1,697
+244
| +17% | +$106K | 0.04% | 306 |
|
|
2024
Q4 | $536K | Sell |
1,453
-308
| -17% | -$114K | 0.03% | 356 |
|
|
2024
Q3 | $916K | Buy |
1,761
+330
| +23% | +$172K | 0.06% | 231 |
|
|
2024
Q2 | $762K | Buy |
1,431
+438
| +44% | +$233K | 0.05% | 250 |
|
|
2024
Q1 | $525K | Sell |
993
-131
| -12% | -$69.3K | 0.04% | 259 |
|
|
2023
Q4 | $530K | Buy |
1,124
+68
| +6% | +$32.1K | 0.05% | 240 |
|
|
2023
Q3 | $460K | Sell |
1,056
-20
| -2% | -$8.71K | 0.05% | 240 |
|
|
2023
Q2 | $478K | Buy |
1,076
+108
| +11% | +$48K | 0.05% | 232 |
|
|
2023
Q1 | $445K | Sell |
968
-69
| -7% | -$31.7K | 0.06% | 233 |
|
|
2022
Q4 | $532K | Sell |
1,037
-117
| -10% | -$60K | 0.08% | 189 |
|
|
2022
Q3 | $523K | Buy |
1,154
+256
| +29% | +$116K | 0.12% | 167 |
|
|
2022
Q2 | $435K | Buy |
898
+194
| +28% | +$94K | 0.11% | 166 |
|
|
2022
Q1 | $346K | Buy |
704
+153
| +28% | +$75.2K | 0.09% | 192 |
|
|
2021
Q4 | $255K | Buy |
+551
| New | +$255K | 0.07% | 191 |
|