MGWM
Marks Group Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-524
| Closed | -$228K | – | 300 |
|
|
2025
Q1 | $228K | Buy |
+524
| New | +$228K | 0.02% | 290 |
|
|
2024
Q4 | – | Sell |
-441
| Closed | -$229K | – | 289 |
|
|
2024
Q3 | $229K | Sell |
441
-1
| -0.2% | -$520 | 0.02% | 284 |
|
|
2024
Q2 | $240K | Hold |
442
| – | – | 0.03% | 276 |
|
|
2024
Q1 | $229K | Sell |
442
-19
| -4% | -$9.85K | 0.02% | 288 |
|
|
2023
Q4 | $217K | Buy |
+461
| New | +$217K | 0.02% | 284 |
|
|
2023
Q1 | – | Sell |
-428
| Closed | -$220K | – | 278 |
|
|
2022
Q4 | $220K | Buy |
+428
| New | +$220K | 0.03% | 262 |
|