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