Rockefeller Financial Services’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $10.2M | Sell |
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|
2017
Q3 | $10.4M | Buy |
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|
2017
Q2 | $5.39M | Sell |
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|
2017
Q1 | $9.96M | Sell |
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|
2016
Q4 | $8.73M | Buy |
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|
2016
Q3 | $7.29M | Hold |
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|
2016
Q2 | $7.64M | Hold |
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|
2016
Q1 | $8.09M | Sell |
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|
2015
Q4 | $10M | Hold |
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|
2015
Q3 | $10.1M | Hold |
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|
2015
Q2 | $11.8M | Hold |
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|
2015
Q1 | $11.1M | Hold |
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|
2014
Q4 | $9.05M | Hold |
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|
2014
Q3 | $8.62M | Hold |
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|
2014
Q2 | $7.75M | Hold |
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|
2014
Q1 | $7.17M | Hold |
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|
2013
Q4 | $6.66M | Hold |
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|
2013
Q3 | $6.02M | Hold |
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|
2013
Q2 | $5.89M | Buy |
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