IFP 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 | $300K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $603K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q1 | $153K | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.25M | Hold |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.53M | Sell |
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|
2017
Q2 | $1.59M | Buy |
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|
2017
Q1 | $1.16M | Buy |
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|
2016
Q4 | $768K | Buy |
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|
2016
Q3 | $388K | Buy |
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|
2016
Q2 | $405K | Buy |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $426K | Buy |
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