Octavia Wealth 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
Q3 | $613K | Buy |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $457K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $209K | Buy |
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