Optimum 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
Q3 | – | Sell |
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|
2025
Q2 | $29.2K | Sell |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $55.3K | Hold |
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|
2024
Q3 | $78K | Hold |
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|
2024
Q2 | $81.3K | Hold |
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|
2024
Q1 | $77.8K | Hold |
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|
2023
Q4 | $70.7K | Hold |
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|
2023
Q3 | $65.3K | Hold |
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|
2023
Q2 | $66.6K | Hold |
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|
2023
Q1 | $69K | Sell |
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|
2022
Q4 | $92.3K | Hold |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $92K | Buy |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $4K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $14K | Hold |
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|
2014
Q1 | $13K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $11K | Buy |
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