KWMG
King Wealth Management Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Sell |
2,269
-1,491
| -40% | -$580K | 0.12% | 64 |
|
|
2025
Q1 | $1.64M | Buy |
3,760
+717
| +24% | +$312K | 0.25% | 47 |
|
|
2024
Q4 | $1.12M | Buy |
3,043
+250
| +9% | +$92.3K | 0.16% | 57 |
|
|
2024
Q3 | $1.45M | Hold |
2,793
| – | – | 0.23% | 50 |
|
|
2024
Q2 | $1.51M | Hold |
2,793
| – | – | 0.25% | 46 |
|
|
2024
Q1 | $1.45M | Hold |
2,793
| – | – | 0.25% | 46 |
|
|
2023
Q4 | $1.32M | Sell |
2,793
-500
| -15% | -$236K | 0.25% | 47 |
|
|
2023
Q3 | $1.43M | Buy |
3,293
+450
| +16% | +$196K | 0.3% | 44 |
|
|
2023
Q2 | $1.26M | Buy |
2,843
+900
| +46% | +$400K | 0.26% | 50 |
|
|
2023
Q1 | $893K | Hold |
1,943
| – | – | 0.2% | 58 |
|
|
2022
Q4 | $997K | Hold |
1,943
| – | – | 0.24% | 56 |
|
|
2022
Q3 | $883K | Hold |
1,943
| – | – | 0.22% | 59 |
|
|
2022
Q2 | $938K | Hold |
1,943
| – | – | 0.22% | 58 |
|
|
2022
Q1 | $954K | Hold |
1,943
| – | – | 0.19% | 62 |
|
|
2021
Q4 | $901K | Sell |
1,943
-45
| -2% | -$20.9K | 0.17% | 67 |
|
|
2021
Q3 | $741K | Hold |
1,988
| – | – | 0.15% | 78 |
|
|
2021
Q2 | $759K | Hold |
1,988
| – | – | 0.16% | 75 |
|
|
2021
Q1 | $714K | Hold |
1,988
| – | – | 0.16% | 77 |
|
|
2020
Q4 | $638K | Hold |
1,988
| – | – | 0.15% | 79 |
|
|
2020
Q3 | $534K | Buy |
1,988
+625
| +46% | +$168K | 0.14% | 81 |
|
|
2020
Q2 | $358K | Sell |
1,363
-1,475
| -52% | -$387K | 0.11% | 100 |
|
|
2020
Q1 | $644K | Buy |
2,838
+1,475
| +108% | +$335K | 0.28% | 54 |
|
|
2019
Q4 | $412K | Sell |
1,363
-250
| -15% | -$75.6K | 0.11% | 84 |
|
|
2019
Q3 | $387K | Buy |
1,613
+485
| +43% | +$116K | 0.11% | 83 |
|
|
2019
Q2 | $318K | Buy |
1,128
+190
| +20% | +$53.6K | 0.1% | 94 |
|
|
2019
Q1 | $269K | Buy |
+938
| New | +$269K | 0.08% | 110 |
|