Lake Street Advisors Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $737K | Buy |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $510K | Buy |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $459K | Buy |
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|
2019
Q4 | $568K | Buy |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $501K | Buy |
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|
2019
Q1 | $496K | Sell |
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|
2018
Q4 | $611K | Buy |
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|
2018
Q3 | $549K | Sell |
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|
2018
Q2 | $662K | Sell |
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|
2018
Q1 | $647K | Buy |
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