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MPWM Advisory Solutions’s Elevance Health ELV Stock Holding History

MPWM Advisory Solutions’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$369 – 741
2024
Q4 		$369 Buy
+1
New +$418 ﹤0.01% 698

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MPWM Advisory Solutions's ELV Position: Q1 2025 in Review

MPWM Advisory Solutions sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 1 share — an estimated $369 sold.

MPWM Advisory Solutions first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $369 in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • MPWM Advisory Solutions reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 1 Elevance Health share in Q1 2025, an estimated $369.
  • MPWM Advisory Solutions first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
  • MPWM Advisory Solutions's Elevance Health position peaked at $369 in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on MPWM Advisory Solutions's 13F filing for Q1 2025, filed 15 May 2025.