Mission Wealth 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
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $944K | Buy |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $894K | Buy |
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|
2023
Q1 | $908K | Sell |
|
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $544K | Buy |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $358K | Buy |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $428K | Buy |
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