FSM Wealth Advisors’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
Q3
$263K Sell
2025
Q2
$292K Buy
2025
Q1
$303K Buy
2024
Q4
$239K Buy
2024
Q3
$315K Buy
2024
Q2
$308K Buy
2024
Q1
$282K Buy
2023
Q4
$250K Buy
2023
Q3
$229K Sell
2023
Q2
$232K Sell
2023
Q1
$293K Buy
2022
Q4
$323K Buy
2022
Q3
$285K Buy