Herold 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 | $288K | Hold |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $273K | Buy |
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