Marotta Asset 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
Q3 | – | Sell |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $234K | Sell |
|
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $342K | Sell |
|
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|
2024
Q1 | $337K | Sell |
|
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $314K | Buy |
|
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $335K | Hold |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
|