Quantum Financial Advisors’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
Sell
2025
Q2
$214K Hold
2025
Q1
$240K Sell
2024
Q4
$204K Hold
2024
Q3
$287K Sell
2024
Q2
$313K Hold
2024
Q1
$299K Sell
2023
Q4
$273K Hold
2023
Q3
$252K Hold
2023
Q2
$257K Hold
2023
Q1
$266K Hold
2022
Q4
$297K Buy
2022
Q3
$262K Hold
2022
Q2
$278K Buy