MWM
Moran Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Buy |
+19,432
| New | +$7.56M | 0.23% | 132 |
|
|
2024
Q4 | – | Sell |
-17,063
| Closed | -$8.87M | – | 427 |
|
|
2024
Q3 | $8.87M | Buy |
17,063
+365
| +2% | +$190K | 0.27% | 115 |
|
|
2024
Q2 | $9.05M | Buy |
16,698
+494
| +3% | +$268K | 0.3% | 113 |
|
|
2024
Q1 | $8.4M | Sell |
16,204
-946
| -6% | -$491K | 0.27% | 125 |
|
|
2023
Q4 | $8.09M | Sell |
17,150
-16,885
| -50% | -$7.96M | 0.29% | 117 |
|
|
2023
Q3 | $14.8M | Buy |
34,035
+6,009
| +21% | +$2.62M | 0.57% | 61 |
|
|
2023
Q2 | $12.5M | Sell |
28,026
-1,387
| -5% | -$616K | 0.47% | 80 |
|
|
2023
Q1 | $13.5M | Buy |
29,413
+2,593
| +10% | +$1.19M | 0.51% | 76 |
|
|
2022
Q4 | $13.8M | Buy |
+26,820
| New | +$13.8M | 0.52% | 61 |
|