First National 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 | $261K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $373K | Sell |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $214K | Buy |
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