Middleton & Co’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 | $493K | Hold |
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|
2025
Q2 | $593K | Hold |
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|
2025
Q1 | $663K | Hold |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $793K | Hold |
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|
2024
Q2 | $826K | Hold |
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|
2024
Q1 | $791K | Hold |
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|
2023
Q4 | $719K | Hold |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $782K | Hold |
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|
2022
Q4 | $872K | Buy |
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|
2022
Q3 | $545K | Hold |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $655K | Sell |
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|
2021
Q4 | $649K | Hold |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $316K | Hold |
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|
2020
Q1 | $272K | Buy |
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