Inverness Counsel’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$215K Hold
2022
Q2
$229K Sell
2022
Q1
$282K Sell
2021
Q4
$368K Hold
2021
Q3
$296K Hold
2021
Q2
$303K Hold
2021
Q1
$285K Sell
2020
Q4
$322K Sell
2020
Q3
$577K Sell
2020
Q2
$1.93M Sell
2020
Q1
$2.22M Sell
2019
Q4
$30.4M Buy
2019
Q3
$3.82M Buy