PDS Planning’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 | $942K | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $845K | Buy |
|
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $596K | Buy |
|
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $490K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $202K | Buy |
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