FWA
FSM Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
842
+145
| +21% | +$50.3K | 0.05% | 223 |
|
|
2025
Q1 | $303K | Buy |
697
+77
| +12% | +$33.5K | 0.07% | 155 |
|
|
2024
Q4 | $239K | Buy |
620
+15
| +2% | +$5.78K | 0.06% | 163 |
|
|
2024
Q3 | $315K | Buy |
605
+37
| +7% | +$19.2K | 0.08% | 125 |
|
|
2024
Q2 | $308K | Buy |
568
+24
| +4% | +$13K | 0.1% | 113 |
|
|
2024
Q1 | $282K | Buy |
544
+13
| +2% | +$6.74K | 0.1% | 127 |
|
|
2023
Q4 | $250K | Buy |
531
+4
| +0.8% | +$1.89K | 0.11% | 130 |
|
|
2023
Q3 | $229K | Sell |
527
-7
| -1% | -$3.05K | 0.12% | 130 |
|
|
2023
Q2 | $232K | Sell |
534
-104
| -16% | -$45.2K | 0.12% | 141 |
|
|
2023
Q1 | $293K | Buy |
638
+8
| +1% | +$3.68K | 0.17% | 118 |
|
|
2022
Q4 | $323K | Buy |
630
+3
| +0.5% | +$1.54K | 0.23% | 98 |
|
|
2022
Q3 | $285K | Buy |
+627
| New | +$285K | 0.24% | 105 |
|