Perigon 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
Q3 | $434K | Sell |
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|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $952K | Buy |
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|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $823K | Buy |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $548K | Sell |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $493K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $101K | Hold |
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|
2017
Q4 | $103K | Buy |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $65K | Hold |
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|
2016
Q3 | $49K | Buy |
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|
2016
Q2 | $44K | Buy |
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