Rothschild Investment LLC’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
$130K Sell
2025
Q1
$321K Buy
2024
Q4
$234K Sell
2024
Q3
$399K Sell
2024
Q2
$445K Buy
2024
Q1
$344K Buy
2023
Q4
$300K Buy
2023
Q3
$246K Buy
2017
Q3
Sell
2017
Q2
$296K Buy