Sendero Wealth Management’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
Q3 | $582K | Sell |
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|
2025
Q2 | $716K | Buy |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $654K | Hold |
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|
2024
Q3 | $922K | Hold |
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|
2024
Q2 | $961K | Hold |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $860K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $395K | Buy |
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