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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $791K | Sell |
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|
2025
Q4 | $1.02M | Sell |
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|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $340K | Hold |
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|
2024
Q3 | $479K | Hold |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $88K | Hold |
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|
2023
Q2 | $89.7K | Hold |
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|
2023
Q1 | $92.9K | Hold |
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|
2022
Q4 | $104K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $65K | Buy |
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