Morton Brown Family Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45K | Hold |
14
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $6.09K | Hold |
14
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $5.17K | Hold |
14
| – | – | ﹤0.01% | 202 |
|
|
2024
Q3 | $7.28K | Hold |
14
| – | – | ﹤0.01% | 182 |
|
|
2024
Q2 | $7.07K | Hold |
14
| – | – | ﹤0.01% | 169 |
|
|
2024
Q1 | $7.26K | Hold |
14
| – | – | ﹤0.01% | 167 |
|
|
2023
Q4 | $6.6K | Hold |
14
| – | – | ﹤0.01% | 202 |
|
|
2023
Q3 | $6.1K | Hold |
14
| – | – | ﹤0.01% | 143 |
|
|
2023
Q2 | $6.22K | Hold |
14
| – | – | ﹤0.01% | 137 |
|
|
2023
Q1 | $6.44K | Hold |
14
| – | – | ﹤0.01% | 152 |
|
|
2022
Q4 | $7.18K | Sell |
14
-3
| -18% | -$1.54K | ﹤0.01% | 123 |
|
|
2022
Q3 | $8K | Buy |
17
+3
| +21% | +$1.41K | 0.01% | 122 |
|
|
2022
Q2 | $7K | Hold |
14
| – | – | 0.01% | 121 |
|
|
2022
Q1 | $7K | Sell |
14
-8
| -36% | -$4K | 0.01% | 113 |
|
|
2021
Q4 | $10K | Buy |
+22
| New | +$10K | 0.01% | 120 |
|