J.W. Cole 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 | $956K | Buy |
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|
2025
Q1 | $783K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $689K | Buy |
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|
2024
Q2 | $692K | Buy |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $376K | Buy |
|