FPCG
Forum Private Client Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-484
| Closed | -$210K | – | 81 |
|
|
2025
Q1 | $210K | Buy |
+484
| New | +$210K | 0.09% | 74 |
|
|
2024
Q4 | – | Sell |
-432
| Closed | -$225K | – | 77 |
|
|
2024
Q3 | $225K | Sell |
432
-2
| -0.5% | -$1.04K | 0.1% | 72 |
|
|
2024
Q2 | $235K | Hold |
434
| – | – | 0.11% | 67 |
|
|
2024
Q1 | $225K | Hold |
434
| – | – | 0.11% | 65 |
|
|
2023
Q4 | $205K | Buy |
+434
| New | +$205K | 0.11% | 69 |
|
|
2023
Q3 | – | Sell |
-462
| Closed | -$205K | – | 22 |
|
|
2023
Q2 | $205K | Sell |
462
-1
| -0.2% | -$444 | 0.12% | 69 |
|
|
2023
Q1 | $213K | Sell |
463
-2
| -0.4% | -$920 | 0.13% | 68 |
|
|
2022
Q4 | $239K | Sell |
465
-20
| -4% | -$10.3K | 0.16% | 61 |
|
|
2022
Q3 | $220K | Sell |
485
-59
| -11% | -$26.8K | 0.16% | 62 |
|
|
2022
Q2 | $263K | Hold |
544
| – | – | 0.19% | 56 |
|
|
2022
Q1 | $267K | Buy |
+544
| New | +$267K | 0.21% | 55 |
|