KMWM
Keudell/Morrison Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
5,013
-82
| -2% | -$31.9K | 0.43% | 47 |
|
|
2025
Q1 | $2.22M | Sell |
5,095
-16
| -0.3% | -$6.96K | 0.52% | 36 |
|
|
2024
Q4 | $1.89M | Sell |
5,111
-184
| -3% | -$67.9K | 0.49% | 44 |
|
|
2024
Q3 | $2.75M | Buy |
5,295
+14
| +0.3% | +$7.28K | 0.75% | 27 |
|
|
2024
Q2 | $2.86M | Hold |
5,281
| – | – | 0.84% | 25 |
|
|
2024
Q1 | $2.74M | Buy |
5,281
+1
| +0% | +$519 | 0.83% | 24 |
|
|
2023
Q4 | $2.49M | Buy |
5,280
+6
| +0.1% | +$2.83K | 0.82% | 24 |
|
|
2023
Q3 | $2.3M | Buy |
5,274
+8
| +0.2% | +$3.48K | 0.7% | 26 |
|
|
2023
Q2 | $2.34M | Buy |
5,266
+9
| +0.2% | +$4K | 0.67% | 25 |
|
|
2023
Q1 | $2.42M | Sell |
5,257
-12
| -0.2% | -$5.52K | 0.71% | 23 |
|
|
2022
Q4 | $2.7M | Sell |
5,269
-5
| -0.1% | -$2.57K | 0.87% | 20 |
|
|
2022
Q3 | $2.4M | Buy |
5,274
+1,007
| +24% | +$457K | 0.9% | 18 |
|
|
2022
Q2 | $2.06M | Buy |
4,267
+78
| +2% | +$37.6K | 0.75% | 26 |
|
|
2022
Q1 | $2.06M | Sell |
4,189
-300
| -7% | -$147K | 0.86% | 24 |
|
|
2021
Q4 | $2.08M | Sell |
4,489
-4
| -0.1% | -$1.85K | 0.82% | 25 |
|
|
2021
Q3 | $1.68M | Hold |
4,493
| – | – | 0.72% | 31 |
|
|
2021
Q2 | $1.72M | Hold |
4,493
| – | – | 0.94% | 28 |
|
|
2021
Q1 | $1.61M | Buy |
4,493
+355
| +9% | +$127K | 0.94% | 30 |
|
|
2020
Q4 | $1.33M | Hold |
4,138
| – | – | 0.84% | 33 |
|
|
2020
Q3 | $1.11M | Sell |
4,138
-22
| -0.5% | -$5.91K | 0.71% | 38 |
|
|
2020
Q2 | $1.09M | Hold |
4,160
| – | – | 0.9% | 32 |
|
|
2020
Q1 | $944K | Buy |
4,160
+160
| +4% | +$36.3K | 0.92% | 32 |
|
|
2019
Q4 | $1.21M | Hold |
4,000
| – | – | 0.84% | 36 |
|
|
2019
Q3 | $960K | Hold |
4,000
| – | – | 0.79% | 46 |
|
|
2019
Q2 | $1.15M | Sell |
4,000
-279
| -7% | -$79.9K | 1% | 32 |
|
|
2019
Q1 | $1.23M | Buy |
+4,279
| New | +$1.23M | 1.08% | 29 |
|