Palisades Hudson Asset Management’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
Q2 | $352K | Sell |
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|
2025
Q1 | $425K | Hold |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $607K | Hold |
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|
2023
Q1 | $628K | Hold |
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|
2022
Q4 | $700K | Hold |
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|
2022
Q3 | $620K | Hold |
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|
2022
Q2 | $659K | Sell |
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|
2022
Q1 | $721K | Buy |
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|
2021
Q4 | $680K | Hold |
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $560K | Hold |
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|
2021
Q1 | $527K | Hold |
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|
2020
Q4 | $471K | Hold |
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|
2020
Q3 | $394K | Hold |
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|
2020
Q2 | $386K | Hold |
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|
2020
Q1 | $333K | Hold |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $396K | Hold |
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|
2019
Q2 | $465K | Hold |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $472K | Sell |
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|
2018
Q3 | $543K | Hold |
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|
2018
Q2 | $472K | Hold |
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|
2018
Q1 | $436K | Hold |
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|
2017
Q4 | $446K | Hold |
|
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|
2017
Q3 | $377K | Hold |
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|
2017
Q2 | $373K | Hold |
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|
2017
Q1 | $328K | Hold |
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|
2016
Q4 | $285K | Sell |
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|
2016
Q3 | $336K | Hold |
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|
2016
Q2 | $352K | Sell |
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|
2016
Q1 | $447K | Hold |
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|
2015
Q4 | $449K | Sell |
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|
2015
Q3 | $519K | Hold |
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|
2015
Q2 | $609K | Sell |
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|
2015
Q1 | $621K | Hold |
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|
2014
Q4 | $505K | Sell |
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|
2014
Q3 | $580K | Hold |
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|
2014
Q2 | $522K | Hold |
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|
2014
Q1 | $483K | Hold |
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|
2013
Q4 | $448K | Hold |
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|
2013
Q3 | $406K | Hold |
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|
2013
Q2 | $397K | Buy |
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