Montag & Associates’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 | $90.7K | Buy |
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|
2025
Q1 | $96.3K | Hold |
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|
2024
Q4 | $81.7K | Sell |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $317K | Hold |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $491K | Hold |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $820K | Sell |
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|
2019
Q1 | $6.58M | Buy |
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|
2018
Q4 | $5.93M | Buy |
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|
2018
Q3 | $5.48M | Buy |
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|
2018
Q2 | $3.86M | Sell |
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|
2018
Q1 | $4.6M | Buy |
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|
2017
Q4 | $1.59M | Sell |
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|
2017
Q3 | $3.66M | Buy |
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|
2017
Q2 | $3.52M | Buy |
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