MSWM
Mowery & Schoenfeld Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Hold |
1,511
| – | – | 0.89% | 19 |
|
|
2025
Q1 | $657K | Sell |
1,511
-33
| -2% | -$14.4K | 1.29% | 16 |
|
|
2024
Q4 | $570K | Buy |
1,544
+33
| +2% | +$12.2K | 1.11% | 19 |
|
|
2024
Q3 | $786K | Hold |
1,511
| – | – | 1.24% | 14 |
|
|
2024
Q2 | $819K | Hold |
1,511
| – | – | 1.18% | 15 |
|
|
2024
Q1 | $784K | Hold |
1,511
| – | – | 1.51% | 14 |
|
|
2023
Q4 | $713K | Buy |
+1,511
| New | +$713K | 1.44% | 15 |
|