Morton Brown Family Wealth’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
Sell
2025
Q2
$5.45K Hold
2025
Q1
$6.09K Hold
2024
Q4
$5.17K Hold
2024
Q3
$7.28K Hold
2024
Q2
$7.07K Hold
2024
Q1
$7.26K Hold
2023
Q4
$6.6K Hold
2023
Q3
$6.1K Hold
2023
Q2
$6.22K Hold
2023
Q1
$6.44K Hold
2022
Q4
$7.18K Sell
2022
Q3
$8K Buy
2022
Q2
$7K Hold
2022
Q1
$7K Sell
2021
Q4
$10K Buy