Moneta Group Investment Advisors’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 | $456K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $525K | Sell |
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|
2023
Q3 | $511K | Sell |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $6K | Buy |
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