EverSource Wealth 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
$957K Buy
2025
Q1
$738K Buy
2024
Q4
$536K Sell
2024
Q3
$916K Buy
2024
Q2
$762K Buy
2024
Q1
$525K Sell
2023
Q4
$530K Buy
2023
Q3
$460K Sell
2023
Q2
$478K Buy
2023
Q1
$445K Sell
2022
Q4
$532K Sell
2022
Q3
$523K Buy
2022
Q2
$435K Buy
2022
Q1
$346K Buy
2021
Q4
$255K Buy