MWC
MBM Wealth Consultants’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
649
| – | – | 0.07% | 101 |
|
|
2025
Q1 | $282K | Sell |
649
-122
| -16% | -$53.1K | 0.08% | 99 |
|
|
2024
Q4 | $282K | Hold |
771
| – | – | 0.08% | 93 |
|
|
2024
Q3 | $401K | Buy |
771
+8
| +1% | +$4.16K | 0.13% | 70 |
|
|
2024
Q2 | $404K | Hold |
763
| – | – | 0.14% | 67 |
|
|
2024
Q1 | $396K | Buy |
763
+39
| +5% | +$20.2K | 0.14% | 67 |
|
|
2023
Q4 | $352K | Hold |
724
| – | – | 0.13% | 68 |
|
|
2023
Q3 | $329K | Buy |
+724
| New | +$329K | 0.14% | 70 |
|
|
2023
Q2 | – | Sell |
-345
| Closed | -$127K | – | 157 |
|
|
2023
Q1 | $127K | Hold |
345
| – | – | 0.05% | 119 |
|
|
2022
Q4 | $173K | Buy |
345
+69
| +25% | +$34.6K | 0.08% | 93 |
|
|
2022
Q3 | $130K | Hold |
276
| – | – | 0.06% | 93 |
|
|
2022
Q2 | $133K | Hold |
276
| – | – | 0.07% | 92 |
|
|
2022
Q1 | $136K | Hold |
276
| – | – | 0.06% | 114 |
|
|
2021
Q4 | $128K | Hold |
276
| – | – | 0.05% | 114 |
|
|
2021
Q3 | $103K | Hold |
276
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $105K | Buy |
+276
| New | +$105K | 0.05% | 120 |
|
|
2021
Q1 | – | Sell |
-238
| Closed | -$76K | – | 260 |
|
|
2020
Q4 | $76K | Hold |
238
| – | – | 0.04% | 117 |
|
|
2020
Q3 | $64K | Hold |
238
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $63K | Hold |
238
| – | – | 0.04% | 107 |
|
|
2020
Q1 | $54K | Sell |
238
-221
| -48% | -$50.1K | 0.04% | 104 |
|
|
2019
Q4 | $139K | Hold |
459
| – | – | 0.1% | 83 |
|
|
2019
Q3 | $110K | Hold |
459
| – | – | 0.09% | 95 |
|
|
2019
Q2 | $130K | Buy |
+459
| New | +$130K | 0.11% | 88 |
|