Lifeworks 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 | $504K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $864K | Buy |
|