Goelzer Investment Management’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 | $340K | Sell |
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|
2025
Q2 | $518K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $299K | Hold |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $319K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.37M | Buy |
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|
2015
Q2 | $1.58M | Buy |
|