Fulton Breakefield Broenniman’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 | $257K | Sell |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4.61M | Buy |
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|
2014
Q4 | $3.73M | Buy |
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|
2014
Q3 | $3.52M | Buy |
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|
2014
Q2 | $3.12M | Sell |
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|
2014
Q1 | $2.91M | Sell |
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|
2013
Q4 | $2.71M | Sell |
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|
2013
Q3 | $2.5M | Buy |
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|
2013
Q2 | $2.35M | Buy |
|