FAM
Formidable Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
510
| – | – | 0.04% | 357 |
|
|
2025
Q1 | $222K | Buy |
+510
| New | +$222K | 0.04% | 358 |
|
|
2024
Q4 | – | Sell |
-508
| Closed | -$264K | – | 381 |
|
|
2024
Q3 | $264K | Sell |
508
-13
| -2% | -$6.76K | 0.04% | 316 |
|
|
2024
Q2 | $282K | Buy |
521
+32
| +7% | +$17.3K | 0.05% | 309 |
|
|
2024
Q1 | $253K | Buy |
489
+2
| +0.4% | +$1.04K | 0.04% | 304 |
|
|
2023
Q4 | $230K | Hold |
487
| – | – | 0.05% | 243 |
|
|
2023
Q3 | $212K | Hold |
487
| – | – | 0.05% | 256 |
|
|
2023
Q2 | $216K | Buy |
487
+1
| +0.2% | +$444 | 0.05% | 251 |
|
|
2023
Q1 | $229K | Buy |
486
+1
| +0.2% | +$471 | 0.05% | 257 |
|
|
2022
Q4 | $249K | Hold |
485
| – | – | 0.06% | 249 |
|
|
2022
Q3 | $256K | Buy |
485
+1
| +0.2% | +$528 | 0.06% | 239 |
|
|
2022
Q2 | $230K | Buy |
484
+7
| +1% | +$3.33K | 0.05% | 256 |
|
|
2022
Q1 | $234K | Buy |
477
+1
| +0.2% | +$491 | 0.04% | 286 |
|
|
2021
Q4 | $219K | Buy |
+476
| New | +$219K | 0.04% | 282 |
|
|
2016
Q2 | – | Sell |
-240
| Closed | -$35K | – | 238 |
|
|
2016
Q1 | $35K | Buy |
240
+1
| +0.4% | +$146 | 0.02% | 238 |
|
|
2015
Q4 | $32K | Hold |
239
| – | – | 0.02% | 264 |
|
|
2015
Q3 | $33K | Buy |
239
+1
| +0.4% | +$138 | 0.02% | 270 |
|
|
2015
Q2 | $39K | Buy |
238
+1
| +0.4% | +$164 | 0.02% | 235 |
|
|
2015
Q1 | $38K | Buy |
237
+1
| +0.4% | +$160 | 0.03% | 231 |
|
|
2014
Q4 | $30K | Hold |
236
| – | – | 0.02% | 237 |
|
|
2014
Q3 | $30K | Buy |
236
+1
| +0.4% | +$127 | 0.02% | 232 |
|
|
2014
Q2 | $25K | Buy |
235
+1
| +0.4% | +$106 | 0.02% | 258 |
|
|
2014
Q1 | $22K | Buy |
234
+1
| +0.4% | +$94 | 0.02% | 246 |
|
|
2013
Q4 | $20K | Hold |
233
| – | – | 0.01% | 270 |
|
|
2013
Q3 | $20K | Buy |
+233
| New | +$20K | 0.02% | 237 |
|