FineMark National Bank & Trust’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 | $18.4M | Buy |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $17.1M | Sell |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $16.9M | Buy |
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|
2023
Q4 | $15.2M | Sell |
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|
2023
Q3 | $14.1M | Sell |
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|
2023
Q2 | $14.6M | Sell |
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|
2023
Q1 | $15.2M | Sell |
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|
2022
Q4 | $17M | Buy |
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|
2022
Q3 | $15.1M | Sell |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $16.6M | Sell |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $10.2M | Sell |
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|
2020
Q3 | $8.9M | Buy |
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|
2020
Q2 | $8.61M | Sell |
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|
2020
Q1 | $7.47M | Buy |
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|
2019
Q4 | $9.29M | Buy |
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|
2019
Q3 | $7.1M | Buy |
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|
2019
Q2 | $8.33M | Buy |
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|
2019
Q1 | $7.96M | Buy |
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|
2018
Q4 | $7.15M | Buy |
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|
2018
Q3 | $7.16M | Sell |
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|
2018
Q2 | $6.28M | Buy |
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|
2018
Q1 | $694K | Buy |
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|
2017
Q4 | $660K | Buy |
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|
2017
Q3 | $514K | Buy |
|
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|
2017
Q2 | $482K | Sell |
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|
2017
Q1 | $425K | Buy |
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|
2016
Q4 | $262K | Buy |
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|
2016
Q3 | $212K | Buy |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | $165K | Sell |
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|
2015
Q4 | $292K | Sell |
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|
2015
Q3 | $611K | Sell |
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|
2015
Q2 | $768K | Sell |
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|
2015
Q1 | $798K | Buy |
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|
2014
Q4 | $650K | Sell |
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|
2014
Q3 | $639K | Buy |
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|
2014
Q2 | $525K | Buy |
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|
2014
Q1 | $456K | Buy |
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|
2013
Q4 | $369K | Buy |
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|
2013
Q3 | $331K | Buy |
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|
2013
Q2 | $321K | Buy |
|