J.W. Coons 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 | $426K | Hold |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $829K | Hold |
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $762K | Hold |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $757K | Sell |
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|
2022
Q2 | $857K | Sell |
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|
2022
Q1 | $931K | Buy |
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|
2021
Q4 | $507K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $352K | Sell |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $250K | Buy |
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