Joel Isaacson & Co’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
Q3 | $570K | Buy |
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|
2025
Q2 | $473K | Hold |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $618K | Sell |
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|
2024
Q1 | $646K | Hold |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $590K | Hold |
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|
2023
Q2 | $602K | Buy |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $223K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $73K | Sell |
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|
2016
Q1 | $356K | Hold |
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|
2015
Q4 | $357K | Sell |
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|
2015
Q3 | $361K | Sell |
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|
2015
Q2 | $438K | Buy |
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|
2015
Q1 | $392K | Buy |
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|
2014
Q4 | $293K | Hold |
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|
2014
Q3 | $278K | Buy |
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|
2014
Q2 | $249K | Hold |
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|
2014
Q1 | $230K | Hold |
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|
2013
Q4 | $214K | Hold |
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|
2013
Q3 | $193K | Hold |
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|
2013
Q2 | $189K | Buy |
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