Sage Mountain Advisors’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
$608K Sell
2025
Q1
$691K Buy
2024
Q4
$461K Sell
2024
Q3
$822K Sell
2024
Q2
$880K Buy
2024
Q1
$597K Buy
2023
Q4
$497K Buy
2023
Q3
$410K Sell
2023
Q2
$442K Buy
2023
Q1
$441K Buy
2022
Q3
Sell
2022
Q2
$228K Sell
2022
Q1
$303K Sell
2021
Q4
$301K Buy
2021
Q3
$217K Sell
2021
Q2
$236K Buy