Pinnacle Wealth Management Advisory Group’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 | $566K | Sell |
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|
2025
Q2 | $729K | Buy |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $851K | Buy |
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|
2023
Q4 | $771K | Buy |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $702K | Buy |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $772K | Sell |
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|
2022
Q3 | $700K | Buy |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $445K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $367K | Hold |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $825K | Sell |
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|
2018
Q3 | $902K | Sell |
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|
2018
Q2 | $813K | Sell |
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|
2018
Q1 | $761K | Buy |
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