Basepoint Wealth LLC’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 | $351K | Sell |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $538K | Sell |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $914K | Buy |
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