Pathstone Family Office’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.67M | Buy |
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|
2023
Q2 | $5.62M | Sell |
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|
2023
Q1 | $6.4M | Sell |
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|
2022
Q4 | $15.5M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $4.77M | Sell |
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|
2022
Q1 | $5.49M | Buy |
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|
2021
Q4 | $5.03M | Buy |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $47K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $32K | Sell |
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|
2019
Q2 | $624K | Buy |
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|
2019
Q1 | $457K | Buy |
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|
2018
Q4 | $122K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $179K | Sell |
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|
2017
Q1 | $196K | Buy |
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