Farmers & Merchants Trust Company’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-393
| Closed | -$204K | – | 198 |
|
|
2024
Q3 | $204K | Buy |
+393
| New | +$204K | 0.05% | 185 |
|
|
2023
Q1 | – | Sell |
-390
| Closed | -$200K | – | 183 |
|
|
2022
Q4 | $200K | Buy |
+390
| New | +$200K | 0.06% | 164 |
|
|
2022
Q3 | – | Sell |
-461
| Closed | -$222K | – | 153 |
|
|
2022
Q2 | $222K | Sell |
461
-9
| -2% | -$4.33K | 0.07% | 136 |
|
|
2022
Q1 | $231K | Sell |
470
-27
| -5% | -$13.3K | 0.06% | 154 |
|
|
2021
Q4 | $231K | Buy |
+497
| New | +$231K | 0.06% | 168 |
|