HDIM
Hanson & Doremus Investment Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Hold |
176
| – | – | 0.01% | 294 |
|
|
2025
Q1 | $77K | Hold |
176
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $65K | Hold |
176
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $92K | Hold |
176
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $95K | Hold |
176
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $91K | Sell |
176
-19
| -10% | -$9.82K | 0.02% | 255 |
|
|
2023
Q4 | $92K | Sell |
195
-60
| -24% | -$28.3K | 0.02% | 250 |
|
|
2023
Q3 | $111K | Hold |
255
| – | – | 0.02% | 220 |
|
|
2023
Q2 | $113K | Hold |
255
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $117K | Sell |
255
-128
| -33% | -$58.7K | 0.03% | 219 |
|
|
2022
Q4 | $196K | Hold |
383
| – | – | 0.04% | 183 |
|
|
2022
Q3 | $174K | Buy |
383
+108
| +39% | +$49.1K | 0.05% | 188 |
|
|
2022
Q2 | $133K | Hold |
275
| – | – | 0.03% | 215 |
|
|
2022
Q1 | $135K | Hold |
275
| – | – | 0.03% | 227 |
|
|
2021
Q4 | $127K | Buy |
275
+110
| +67% | +$50.8K | 0.03% | 229 |
|
|
2021
Q3 | $62K | Hold |
165
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $44K | Hold |
165
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $59K | Hold |
165
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $53K | Hold |
165
| – | – | 0.01% | 278 |
|
|
2020
Q3 | $44K | Hold |
165
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $43K | Hold |
165
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $37K | Hold |
165
| – | – | 0.01% | 292 |
|
|
2019
Q4 | $50K | Hold |
165
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $40K | Sell |
165
-35
| -18% | -$8.49K | 0.01% | 300 |
|
|
2019
Q2 | $56K | Hold |
200
| – | – | 0.02% | 268 |
|
|
2019
Q1 | $57K | Hold |
200
| – | – | 0.02% | 266 |
|
|
2018
Q4 | $53K | Hold |
200
| – | – | 0.02% | 261 |
|
|
2018
Q3 | $55K | Hold |
200
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $48K | Hold |
200
| – | – | 0.02% | 300 |
|
|
2018
Q1 | $44K | Hold |
200
| – | – | 0.01% | 313 |
|
|
2017
Q4 | $45K | Hold |
200
| – | – | 0.02% | 309 |
|
|
2017
Q3 | $38K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2017
Q2 | $38K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2017
Q1 | $33K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2016
Q4 | $28.8K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $25K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2016
Q2 | $26K | Hold |
200
| – | – | 0.01% | 286 |
|
|
2016
Q1 | $28K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2015
Q4 | $28K | Hold |
200
| – | – | 0.01% | 307 |
|
|
2015
Q3 | $28K | Hold |
200
| – | – | 0.01% | 294 |
|
|
2015
Q2 | $33K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2015
Q1 | $31K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2014
Q4 | $25K | Hold |
200
| – | – | 0.01% | 318 |
|
|
2014
Q3 | $24K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2014
Q2 | $22K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2014
Q1 | $20K | Hold |
200
| – | – | 0.01% | 313 |
|
|
2013
Q4 | $18K | Hold |
200
| – | – | 0.01% | 312 |
|
|
2013
Q3 | $17K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2013
Q2 | $16K | Buy |
+200
| New | +$16K | 0.01% | 289 |
|