Madison Wealth Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$2.47M Buy
2023
Q2
$2.34M Buy
2023
Q1
$2.33M Buy
2022
Q4
$2.42M Hold
2022
Q3
$2.15M Sell
2022
Q2
$2.28M Hold
2022
Q1
$2.32M Buy
2021
Q4
$2.16M Hold
2021
Q3
$1.74M Hold
2021
Q2
$1.78M Buy
2021
Q1
$1.67M Hold
2020
Q4
$1.49M Buy
2020
Q3
$316K Hold
2020
Q2
$310K Hold
2020
Q1
$267K Hold
2019
Q4
$356K Buy