PWM
Power Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
4,037
-35
| -0.9% | -$13.6K | 0.6% | 35 |
|
|
2025
Q1 | $1.77M | Buy |
4,072
+1,101
| +37% | +$479K | 0.72% | 32 |
|
|
2024
Q4 | $1.1M | Buy |
2,971
+214
| +8% | +$78.9K | 0.46% | 43 |
|
|
2024
Q3 | $1.43M | Buy |
2,757
+294
| +12% | +$153K | 0.61% | 38 |
|
|
2024
Q2 | $1.33M | Buy |
2,463
+1,008
| +69% | +$546K | 0.64% | 33 |
|
|
2024
Q1 | $754K | Buy |
1,455
+564
| +63% | +$292K | 0.47% | 46 |
|
|
2023
Q4 | $420K | Buy |
+891
| New | +$420K | 0.29% | 61 |
|