Kozak & Associates’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 | $124K | Buy |
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|
2025
Q1 | $158K | Buy |
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|
2024
Q4 | $132K | Sell |
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|
2024
Q3 | $191K | Buy |
|
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|
2024
Q2 | $177K | Buy |
|
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|
2024
Q1 | $174K | Sell |
|
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $191K | Buy |
|