Kellett Wealth 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 |
|
|||||
|
2025
Q4 | $225K | Hold |
|
|||||
|
2025
Q3 | $208K | Hold |
|
|||||
|
2025
Q2 | $250K | Hold |
|
|||||
|
2025
Q1 | $280K | Hold |
|
|||||
|
2024
Q4 | $237K | Hold |
|
|||||
|
2024
Q3 | $334K | Buy |
|
|||||
|
2024
Q2 | $332K | Hold |
|
|||||
|
2024
Q1 | $318K | Hold |
|
|||||
|
2023
Q4 | $289K | Hold |
|
|||||
|
2023
Q3 | $267K | Hold |
|
|||||
|
2023
Q2 | $272K | Hold |
|
|||||
|
2023
Q1 | $282K | Hold |
|
|||||
|
2022
Q4 | $314K | Hold |
|
|||||
|
2022
Q3 | $335K | Hold |
|
|||||
|
2022
Q2 | $296K | Hold |
|
|||||
|
2022
Q1 | $301K | Hold |
|
|||||
|
2021
Q4 | $284K | Buy |
|