MBM Wealth Consultants’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 | $252K | Hold |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $127K | Hold |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $63K | Hold |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $139K | Hold |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $130K | Buy |
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