Ridgecrest 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
Q3 | $207K | Hold |
|
|||||
|
2025
Q2 | $249K | Hold |
|
|||||
|
2025
Q1 | $278K | Hold |
|
|||||
|
2024
Q4 | $236K | Hold |
|
|||||
|
2024
Q3 | $333K | Hold |
|
|||||
|
2024
Q2 | $347K | Hold |
|
|||||
|
2024
Q1 | $332K | Sell |
|
|||||
|
2023
Q4 | $361K | Hold |
|
|||||
|
2023
Q3 | $333K | Hold |
|
|||||
|
2023
Q2 | $340K | Hold |
|
|||||
|
2023
Q1 | $352K | Hold |
|
|||||
|
2022
Q4 | $392K | Hold |
|
|||||
|
2022
Q3 | $347K | Hold |
|
|||||
|
2022
Q2 | $369K | Hold |
|
|||||
|
2022
Q1 | $376K | Hold |
|
|||||
|
2021
Q4 | $355K | Hold |
|
|||||
|
2021
Q3 | $285K | Hold |
|
|||||
|
2021
Q2 | $292K | Buy |
|
|||||
|
2021
Q1 | $230K | Buy |
|