Monarch 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
Q3 | $373K | Hold |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $857K | Sell |
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|
2022
Q3 | $804K | Hold |
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|
2022
Q2 | $855K | Hold |
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|
2022
Q1 | $870K | Hold |
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|
2021
Q4 | $821K | Hold |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $670K | Hold |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $564K | Sell |
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|
2020
Q3 | $526K | Hold |
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|
2020
Q2 | $515K | Hold |
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|
2020
Q1 | $445K | Hold |
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|
2019
Q4 | $592K | Hold |
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|
2019
Q3 | $471K | Hold |
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|
2019
Q2 | $553K | Hold |
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|
2019
Q1 | $562K | Hold |
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|
2018
Q4 | $515K | Hold |
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|
2018
Q3 | $537K | Hold |
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|
2018
Q2 | $467K | Hold |
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|
2018
Q1 | $431K | Hold |
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|
2017
Q4 | $441K | Hold |
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|
2017
Q3 | $372K | Hold |
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|
2017
Q2 | $369K | Hold |
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|
2017
Q1 | $324K | Hold |
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|
2016
Q4 | $282K | Hold |
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|
2016
Q3 | $246K | Hold |
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|
2016
Q2 | $257K | Hold |
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|
2016
Q1 | $272K | Hold |
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|
2015
Q4 | $273K | Hold |
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|
2015
Q3 | $274K | Hold |
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|
2015
Q2 | $322K | Hold |
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|
2015
Q1 | $303K | Hold |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $211K | Buy |
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