Roberts, Glore & Co’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 | $1.09M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $205K | Sell |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $259K | Sell |
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|
2015
Q1 | $252K | Hold |
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|
2014
Q4 | $205K | Buy |
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