HWA
HHM Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Hold |
31
| – | – | ﹤0.01% | 583 |
|
|
2025
Q1 | $13.5K | Hold |
31
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $11.4K | Hold |
31
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $16.1K | Sell |
31
-2
| -6% | -$1.04K | ﹤0.01% | 500 |
|
|
2024
Q2 | $17.9K | Buy |
33
+2
| +6% | +$1.08K | ﹤0.01% | 470 |
|
|
2024
Q1 | $16.1K | Sell |
31
-15
| -33% | -$7.78K | ﹤0.01% | 450 |
|
|
2023
Q4 | $21.7K | Hold |
46
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $20K | Hold |
46
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $20.4K | Hold |
46
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $21.2K | Buy |
+46
| New | +$21.2K | ﹤0.01% | 411 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$10K | – | 684 |
|
|
2022
Q2 | $10K | Hold |
20
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $10K | Hold |
20
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $9K | Hold |
20
| – | – | ﹤0.01% | 520 |
|
|
2021
Q3 | $7K | Hold |
20
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 472 |
|
|
2020
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 449 |
|
|
2020
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 408 |
|
|
2020
Q1 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 387 |
|