Ritter Daniher Financial Advisory’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
$359K Hold
2025
Q1
$401K Hold
2024
Q4
$340K Hold
2024
Q3
$479K Hold
2024
Q2
$500K Sell
2024
Q1
$488K Hold
2023
Q4
$444K Buy
2023
Q3
$88K Hold
2023
Q2
$89.7K Hold
2023
Q1
$92.9K Hold
2022
Q4
$104K Hold
2022
Q3
$92K Hold
2022
Q2
$97K Hold
2022
Q1
$99K Hold
2021
Q4
$94K Hold
2021
Q3
$75K Hold
2021
Q2
$77K Hold
2021
Q1
$73K Hold
2020
Q4
$65K Buy