Homrich & Berg’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.33M Buy
2021
Q2
$1.96M Buy
2021
Q1
$1.59M Buy
2020
Q4
$223K Sell
2020
Q3
$215K Sell
2020
Q2
$259K Sell
2020
Q1
$231K Buy
2019
Q4
$303K Buy
2019
Q3
Sell
2019
Q2
$220K Sell
2019
Q1
$247K Buy
2018
Q4
$216K Sell
2018
Q3
$241K Sell
2018
Q2
$218K Buy
2017
Q4
Sell
2017
Q3
$419K Buy
2016
Q2
Sell
2016
Q1
$236K Buy
2015
Q4
$221K Sell
2015
Q3
$229K Buy