HWMG
Hurlow Wealth Management Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
1,288
+1
| +0.1% | +$389 | 0.14% | 62 |
|
|
2025
Q1 | $560K | Hold |
1,287
| – | – | 0.18% | 54 |
|
|
2024
Q4 | $475K | Buy |
1,287
+16
| +1% | +$5.9K | 0.15% | 64 |
|
|
2024
Q3 | $661K | Buy |
1,271
+42
| +3% | +$21.8K | 0.21% | 48 |
|
|
2024
Q2 | $666K | Buy |
1,229
+23
| +2% | +$12.5K | 0.23% | 44 |
|
|
2024
Q1 | $625K | Hold |
1,206
| – | – | 0.22% | 50 |
|
|
2023
Q4 | $569K | Sell |
1,206
-55
| -4% | -$25.9K | 0.22% | 54 |
|
|
2023
Q3 | $549K | Sell |
1,261
-218
| -15% | -$94.9K | 0.24% | 50 |
|
|
2023
Q2 | $657K | Hold |
1,479
| – | – | 0.28% | 44 |
|
|
2023
Q1 | $680K | Buy |
1,479
+219
| +17% | +$101K | 0.31% | 41 |
|
|
2022
Q4 | $646K | Sell |
1,260
-98
| -7% | -$50.3K | 0.34% | 43 |
|
|
2022
Q3 | $617K | Hold |
1,358
| – | – | 0.36% | 41 |
|
|
2022
Q2 | $655K | Buy |
1,358
+582
| +75% | +$281K | 0.38% | 38 |
|
|
2022
Q1 | $381K | Hold |
776
| – | – | 0.23% | 62 |
|
|
2021
Q4 | $230K | Hold |
776
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $289K | Hold |
776
| – | – | 0.17% | 78 |
|
|
2021
Q2 | $296K | Hold |
776
| – | – | 0.19% | 73 |
|
|
2021
Q1 | $279K | Hold |
776
| – | – | 0.2% | 80 |
|
|
2020
Q4 | $249K | Hold |
776
| – | – | 0.2% | 81 |
|
|
2020
Q3 | $208K | Buy |
+776
| New | +$208K | 0.19% | 84 |
|
|
2020
Q1 | – | Sell |
-776
| Closed | -$234K | – | 93 |
|
|
2019
Q4 | $234K | Buy |
+776
| New | +$234K | 0.23% | 86 |
|
|
2019
Q3 | – | Sell |
-776
| Closed | -$236K | – | 96 |
|
|
2019
Q2 | $236K | Sell |
776
-198
| -20% | -$60.2K | 0.25% | 83 |
|
|
2019
Q1 | $256K | Hold |
974
| – | – | 0.27% | 79 |
|
|
2018
Q4 | $263K | Buy |
+974
| New | +$263K | 0.32% | 74 |
|