Private Trust Company’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $390K | Sell |
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|
2025
Q4 | $495K | Sell |
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|
2025
Q3 | $497K | Sell |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $750K | Sell |
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|
2022
Q3 | $683K | Buy |
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|
2022
Q2 | $678K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $22K | Buy |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $8K | Buy |
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