Hennion & Walsh Asset Management’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
2025
Q1
$550K Sell
2024
Q4
$504K Sell
2024
Q3
$1.45M Sell
2024
Q2
$2.08M Sell
2024
Q1
$3.18M Sell
2023
Q4
$3.52M Sell
2023
Q3
$4.99M Sell
2023
Q2
$6.4M Sell
2023
Q1
$7.25M Buy
2022
Q4
$7.84M Sell
2022
Q3
$7.64M Buy
2022
Q2
$7.2M Buy
2022
Q1
$6.2M Buy
2021
Q4
$5.49M Buy
2021
Q3
$2.89M Buy
2021
Q2
$2.4M Buy
2021
Q1
$1.24M Buy