Kapstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $313K | Sell |
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|
2025
Q3 | $366K | Sell |
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|
2025
Q2 | $527K | Sell |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $852K | Sell |
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|
2024
Q2 | $919K | Buy |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $535K | Buy |
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