Jones Financial Companies’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 | $18.7M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $5.17M | Buy |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $94.9K | Buy |
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|
2023
Q2 | $96K | Hold |
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|
2023
Q1 | $99.3K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $43K | Sell |
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|
2021
Q2 | $47K | Sell |
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|
2021
Q1 | $69K | Buy |
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|
2020
Q4 | $14K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $17K | Buy |
|