McElhenny Sheffield 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
Q4 | $213K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $805K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $209K | Buy |
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