Principle Wealth Partners’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
Q2 | $972K | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $942K | Sell |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.28M | Hold |
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|
2022
Q3 | $1.14K | Sell |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $939K | Hold |
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|
2021
Q2 | $962K | Hold |
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|
2021
Q1 | $905K | Hold |
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|
2020
Q4 | $809K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $149K | Buy |
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