Gladstone Institutional Advisory’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 | $250K | Buy |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $363K | Buy |
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