Jacobi Capital Management’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 | $510K | Buy |
|
|||||
|
2025
Q1 | $463K | Buy |
|
|||||
|
2024
Q4 | $325K | Buy |
|
|||||
|
2024
Q3 | $445K | Buy |
|
|||||
|
2024
Q2 | $361K | Sell |
|
|||||
|
2024
Q1 | $362K | Buy |
|
|||||
|
2023
Q4 | $323K | Buy |
|
|||||
|
2023
Q3 | $281K | Buy |
|
|||||
|
2023
Q2 | $280K | Hold |
|
|||||
|
2023
Q1 | $289K | Sell |
|
|||||
|
2022
Q4 | $327K | Buy |
|
|||||
|
2022
Q3 | $266K | Hold |
|
|||||
|
2022
Q2 | $283K | Buy |
|
|||||
|
2022
Q1 | $268K | Sell |
|
|||||
|
2021
Q4 | $254K | Buy |
|
|||||
|
2021
Q3 | $195K | Buy |
|
|||||
|
2021
Q2 | $121K | Buy |
|
|||||
|
2021
Q1 | $102K | Buy |
|
|||||
|
2020
Q4 | $76K | Buy |
|
|||||
|
2020
Q3 | $53K | Buy |
|
|||||
|
2020
Q2 | $23K | Buy |
|
|||||
|
2020
Q1 | $8K | Sell |
|
|||||
|
2019
Q4 | $15K | Buy |
|
|||||
|
2019
Q3 | $0 | Hold |
|
|||||
|
2019
Q2 | $1K | Hold |
|
|||||
|
2019
Q1 | $1K | Hold |
|
|||||
|
2018
Q4 | $1K | Hold |
|
|||||
|
2018
Q3 | $1K | Hold |
|
|||||
|
2018
Q2 | $0 | Hold |
|
|||||
|
2018
Q1 | $0 | Buy |
|