Pettinga Financial Advisors’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 | $251K | Hold |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $569K | Hold |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $657K | Hold |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $223K | Buy |
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|
2019
Q1 | $225K | Buy |
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