Polaris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.8M | Buy |
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|
2023
Q2 | $26.1M | Buy |
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|
2023
Q1 | $27M | Buy |
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|
2022
Q4 | $23.7M | Buy |
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|
2022
Q3 | $23M | Buy |
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|
2022
Q2 | $12.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.17M | Buy |
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|
2020
Q3 | $4.58M | Sell |
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|
2020
Q2 | $4.4M | Sell |
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|
2020
Q1 | $4.11M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $28.3M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6.57M | Buy |
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|
2015
Q1 | $5.46M | Buy |
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|
2014
Q4 | $3.04M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $951K | Buy |
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|
2013
Q2 | $589K | Buy |
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