Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $690K | Buy |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $705K | Buy |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | $116K | Buy |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $92K | Buy |
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|
2018
Q1 | $79K | Hold |
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|
2017
Q4 | $79K | Buy |
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