PBMares Wealth 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 | $334K | Buy |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $421K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $274K | Buy |
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