Jackson Grant Investment Advisers’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 | $42.4K | Hold |
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|
2025
Q1 | $47.4K | Hold |
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|
2024
Q4 | $40.2K | Hold |
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|
2024
Q3 | $56.7K | Hold |
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|
2024
Q2 | $59.1K | Hold |
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|
2024
Q1 | $56.5K | Hold |
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|
2023
Q4 | $51.4K | Hold |
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|
2023
Q3 | $47.5K | Hold |
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|
2023
Q2 | $48.4K | Hold |
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|
2023
Q1 | $50.1K | Buy |
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|
2022
Q4 | $53.9K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $34K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Sell |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q4 | $31K | Buy |
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|
2016
Q3 | $27K | Buy |
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|
2016
Q2 | $28K | Buy |
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|
2016
Q1 | $29K | Buy |
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|
2015
Q4 | $29K | Buy |
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