Mount Yale 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 | $1.62M | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $804K | Buy |
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|
2019
Q4 | $848K | Buy |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $610K | Buy |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $651K | Sell |
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|
2018
Q3 | $901K | Sell |
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|
2018
Q2 | $786K | Buy |
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|
2018
Q1 | $632K | Buy |
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