Integrated Wealth Concepts’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 | $1.49M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.95M | Buy |
|
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|
2024
Q2 | $1.97M | Buy |
|
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.52M | Buy |
|
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|
2023
Q3 | $1.39M | Sell |
|
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|
2023
Q2 | $1.5M | Buy |
|
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|
2023
Q1 | $1.5M | Buy |
|
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|
2022
Q4 | $849K | Buy |
|
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $702K | Sell |
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|
2022
Q1 | $1.02M | Buy |
|
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $362K | Buy |
|