MAI Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
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|
2025
Q1 | $3.34M | Sell |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $7.5M | Sell |
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|
2024
Q2 | $8.25M | Buy |
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|
2024
Q1 | $7.2M | Buy |
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|
2023
Q4 | $3.95M | Buy |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.25M | Sell |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $1.96M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $717K | Buy |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $503K | Sell |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $596K | Buy |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $534K | Buy |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $330K | Hold |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $304K | Buy |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $277K | Hold |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $231K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $291K | Hold |
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|
2015
Q2 | $341K | Sell |
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|
2015
Q1 | $364K | Sell |
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|
2014
Q4 | $346K | Hold |
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|
2014
Q3 | $330K | Hold |
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|
2014
Q2 | $296K | Hold |
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|
2014
Q1 | $274K | Buy |
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|
2013
Q4 | $237K | Hold |
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|
2013
Q3 | $214K | Hold |
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|
2013
Q2 | $210K | Buy |
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