Schechter Investment 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
Q1
$633K Buy
2024
Q4
$251K Sell
2024
Q3
$750K Buy
2024
Q2
$763K Buy
2024
Q1
$701K Buy
2023
Q4
$578K Sell
2023
Q3
$569K Buy
2023
Q2
$474K Sell
2023
Q1
$680K Sell
2022
Q4
$776K Buy
2022
Q3
$679K Buy
2022
Q2
$567K Buy
2022
Q1
$527K Buy
2021
Q4
$386K Buy