Loring Wolcott & Coolidge Fiduciary 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
Q3 | – | Sell |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $152K | Buy |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $22.1K | Sell |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $58K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $20K | Buy |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $14K | Hold |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $13K | Buy |
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