McLean 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 | $205K | Sell |
|
|||||
|
2025
Q2 | $259K | Sell |
|
|||||
|
2025
Q1 | $620K | Buy |
|
|||||
|
2024
Q4 | $519K | Sell |
|
|||||
|
2024
Q3 | $757K | Sell |
|
|||||
|
2024
Q2 | $826K | Sell |
|
|||||
|
2024
Q1 | $846K | Sell |
|
|||||
|
2023
Q4 | $806K | Buy |
|
|||||
|
2023
Q3 | $764K | Sell |
|
|||||
|
2023
Q2 | $750K | Hold |
|
|||||
|
2023
Q1 | $776K | Sell |
|
|||||
|
2022
Q4 | $881K | Buy |
|
|||||
|
2022
Q3 | $795K | Buy |
|
|||||
|
2022
Q2 | $824K | Buy |
|
|||||
|
2022
Q1 | $834K | Buy |
|
|||||
|
2021
Q4 | $760K | Sell |
|
|||||
|
2021
Q3 | $740K | Buy |
|
|||||
|
2021
Q2 | $618K | Buy |
|
|||||
|
2021
Q1 | $588K | Buy |
|
|||||
|
2020
Q4 | $496K | Buy |
|