Richwood Investment 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
$498K Sell
2025
Q2
$722K Sell
2025
Q1
$877K Hold
2024
Q4
$744K Sell
2024
Q3
$1.28M Sell
2024
Q2
$1.35M Sell
2024
Q1
$1.3M Sell
2023
Q4
$1.2M Buy
2023
Q3
$1.1M Sell
2023
Q2
$1.14M Hold
2023
Q1
$1.18M Sell
2022
Q4
$1.5M Sell
2022
Q3
$1.35M Sell
2022
Q2
$1.44M Sell
2022
Q1
$1.51M Sell
2021
Q4
$1.51M Buy