Halbert Hargrove Global Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $1.59K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $256K | Sell |
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|
2015
Q3 | $264K | Sell |
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|
2015
Q2 | $648K | Sell |
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|
2015
Q1 | $710K | Buy |
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|
2014
Q4 | $341K | Sell |
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|
2014
Q3 | $513K | Buy |
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|
2014
Q2 | $459K | Buy |
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|
2014
Q1 | $312K | Sell |
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|
2013
Q4 | $296K | Buy |
|