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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $625K | Sell |
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|
2025
Q3 | $597K | Buy |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $691K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $880K | Buy |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $236K | Buy |
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