Mitchell McLeod Pugh & Williams’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 | $1.31M | Hold |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.93M | Hold |
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|
2024
Q2 | $2.01M | Hold |
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|
2024
Q1 | $1.93M | Hold |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.64M | Hold |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.63M | Hold |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $922K | Buy |
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|
2020
Q1 | $569K | Hold |
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|
2019
Q4 | $757K | Hold |
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|
2019
Q3 | $601K | Hold |
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|
2019
Q2 | $707K | Hold |
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|
2019
Q1 | $719K | Buy |
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|
2018
Q4 | $650K | Sell |
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|
2018
Q3 | $783K | Buy |
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|
2018
Q2 | $674K | Hold |
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|
2018
Q1 | $623K | Hold |
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|
2017
Q4 | $638K | Hold |
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|
2017
Q3 | $539K | Hold |
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|
2017
Q2 | $534K | Buy |
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|
2017
Q1 | $451K | Buy |
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|
2016
Q4 | $353K | Hold |
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|
2016
Q3 | $307K | Hold |
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|
2016
Q2 | $323K | Hold |
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|
2016
Q1 | $341K | Hold |
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|
2015
Q4 | $342K | Sell |
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|
2015
Q3 | $451K | Hold |
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|
2015
Q2 | $529K | Hold |
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|
2015
Q1 | $498K | Buy |
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|
2014
Q4 | $348K | Buy |
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