HM Payson & Co’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
Q3 | $123K | Sell |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $452K | Hold |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $478K | Hold |
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|
2019
Q2 | $562K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $409K | Hold |
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|
2018
Q2 | $355K | Buy |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $325K | Hold |
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|
2017
Q3 | $274K | Hold |
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|
2017
Q2 | $272K | Hold |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $208K | Buy |
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