HHRDM
H&H Retirement Design & Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,883
+178
| +10% | +$49.2K | 0.29% | 51 |
|
|
2025
Q1 | $693K | Hold |
1,705
| – | – | 0.46% | 44 |
|
|
2024
Q4 | $657K | Buy |
1,705
+227
| +15% | +$87.4K | 0.4% | 47 |
|
|
2024
Q3 | $715K | Buy |
1,478
+20
| +1% | +$9.68K | 0.42% | 46 |
|
|
2024
Q2 | $735K | Buy |
1,458
+5
| +0.3% | +$2.52K | 0.45% | 47 |
|
|
2024
Q1 | $773K | Buy |
+1,453
| New | +$773K | 0.51% | 46 |
|