RDFA
Ritter Daniher Financial Advisory’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
922
| – | – | 0.09% | 64 |
|
|
2025
Q1 | $401K | Hold |
922
| – | – | 0.11% | 58 |
|
|
2024
Q4 | $340K | Hold |
922
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $479K | Hold |
922
| – | – | 0.14% | 49 |
|
|
2024
Q2 | $500K | Sell |
922
-20
| -2% | -$10.8K | 0.16% | 47 |
|
|
2024
Q1 | $488K | Hold |
942
| – | – | 0.16% | 48 |
|
|
2023
Q4 | $444K | Buy |
942
+740
| +366% | +$349K | 0.16% | 49 |
|
|
2023
Q3 | $88K | Hold |
202
| – | – | 0.04% | 113 |
|
|
2023
Q2 | $89.7K | Hold |
202
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $92.9K | Hold |
202
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $104K | Hold |
202
| – | – | 0.05% | 100 |
|
|
2022
Q3 | $92K | Hold |
202
| – | – | 0.07% | 93 |
|
|
2022
Q2 | $97K | Hold |
202
| – | – | 0.07% | 88 |
|
|
2022
Q1 | $99K | Hold |
202
| – | – | 0.07% | 83 |
|
|
2021
Q4 | $94K | Hold |
202
| – | – | 0.06% | 89 |
|
|
2021
Q3 | $75K | Hold |
202
| – | – | 0.05% | 94 |
|
|
2021
Q2 | $77K | Hold |
202
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $73K | Hold |
202
| – | – | 0.06% | 83 |
|
|
2020
Q4 | $65K | Buy |
+202
| New | +$65K | 0.06% | 79 |
|