Geller 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
2024
Q4
$295K Sell
2024
Q3
$426K Buy
2024
Q2
$435K Buy
2024
Q1
$399K Buy
2023
Q4
$356K Buy
2023
Q3
$319K Sell
2023
Q2
$467K Buy
2023
Q1
$433K Buy
2022
Q4
$401K Sell
2022
Q3
$367K Buy
2022
Q2
$382K Buy
2022
Q1
$384K Sell
2021
Q4
$384K Buy
2021
Q3
$296K Buy
2021
Q2
$273K Sell
2021
Q1
$257K Buy
2020
Q4
$234K Buy