GSWM
Greenup Street Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
5,960
+161
| +3% | +$62.6K | 0.4% | 46 |
|
|
2025
Q1 | $2.52M | Buy |
+5,799
| New | +$2.52M | 0.5% | 40 |
|
|
2024
Q4 | – | Sell |
-6,131
| Closed | -$3.19M | – | 95 |
|
|
2024
Q3 | $3.19M | Sell |
6,131
-2,563
| -29% | -$1.33M | 0.66% | 33 |
|
|
2024
Q2 | $4.71M | Buy |
8,694
+319
| +4% | +$173K | 1.11% | 20 |
|
|
2024
Q1 | $4.34M | Buy |
+8,375
| New | +$4.34M | 1.09% | 23 |
|
|
2023
Q4 | – | Sell |
-3,319
| Closed | -$1.45M | – | 90 |
|
|
2023
Q3 | $1.45M | Buy |
+3,319
| New | +$1.45M | 0.47% | 40 |
|
|
2022
Q1 | – | Sell |
-1,971
| Closed | -$914K | – | 81 |
|
|
2021
Q4 | $914K | Buy |
+1,971
| New | +$914K | 0.54% | 46 |
|