OWM
Orgel Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-485
| Closed | -$211K | – | 87 |
|
|
2025
Q1 | $211K | Buy |
+485
| New | +$211K | 0.01% | 80 |
|
|
2024
Q4 | – | Sell |
-485
| Closed | -$252K | – | 87 |
|
|
2024
Q3 | $252K | Hold |
485
| – | – | 0.01% | 76 |
|
|
2024
Q2 | $263K | Hold |
485
| – | – | 0.01% | 68 |
|
|
2024
Q1 | $251K | Hold |
485
| – | – | 0.01% | 74 |
|
|
2023
Q4 | $229K | Hold |
485
| – | – | 0.01% | 81 |
|
|
2023
Q3 | $211K | Hold |
485
| – | – | 0.01% | 77 |
|
|
2023
Q2 | $215K | Hold |
485
| – | – | 0.01% | 72 |
|
|
2023
Q1 | $223K | Hold |
485
| – | – | 0.01% | 69 |
|
|
2022
Q4 | $249K | Hold |
485
| – | – | 0.01% | 67 |
|
|
2022
Q3 | $220K | Hold |
485
| – | – | 0.01% | 62 |
|
|
2022
Q2 | $234K | Hold |
485
| – | – | 0.01% | 61 |
|
|
2022
Q1 | $238K | Hold |
485
| – | – | 0.02% | 57 |
|
|
2021
Q4 | $225K | Buy |
+485
| New | +$225K | 0.02% | 60 |
|