GWA
Gratus Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Hold |
1,696
| – | – | 0.1% | 76 |
|
|
2025
Q1 | $738K | Sell |
1,696
-47
| -3% | -$20.4K | 0.12% | 74 |
|
|
2024
Q4 | $643K | Sell |
1,743
-24
| -1% | -$8.85K | 0.1% | 79 |
|
|
2024
Q3 | $869K | Sell |
1,767
-154
| -8% | -$75.8K | 0.14% | 67 |
|
|
2024
Q2 | $961K | Sell |
1,921
-114
| -6% | -$57K | 0.17% | 57 |
|
|
2024
Q1 | $1.07M | Hold |
2,035
| – | – | 0.2% | 48 |
|
|
2023
Q4 | $960K | Buy |
+2,035
| New | +$960K | 0.19% | 55 |
|