GWANC
Guardian Wealth Advisors (North Carolina)’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-787
| Closed | -$342K | – | 553 |
|
|
2025
Q1 | $342K | Buy |
787
+64
| +9% | +$27.8K | 0.03% | 230 |
|
|
2024
Q4 | $267K | Buy |
723
+52
| +8% | +$19.2K | 0.02% | 263 |
|
|
2024
Q3 | $349K | Sell |
671
-20
| -3% | -$10.4K | 0.04% | 198 |
|
|
2024
Q2 | $374K | Sell |
691
-9
| -1% | -$4.88K | 0.04% | 181 |
|
|
2024
Q1 | $363K | Buy |
700
+60
| +9% | +$31.1K | 0.04% | 191 |
|
|
2023
Q4 | $302K | Buy |
640
+31
| +5% | +$14.6K | 0.05% | 193 |
|
|
2023
Q3 | $265K | Sell |
609
-18
| -3% | -$7.84K | 0.05% | 195 |
|
|
2023
Q2 | $279K | Buy |
627
+155
| +33% | +$68.9K | 0.05% | 177 |
|
|
2023
Q1 | $217K | Buy |
+472
| New | +$217K | 0.04% | 205 |
|