SWA
SOA Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818 | Sell |
2
-5
| -71% | -$2.05K | ﹤0.01% | 763 |
|
|
2025
Q1 | $3.09K | Hold |
7
| – | – | ﹤0.01% | 674 |
|
|
2024
Q4 | $2.61K | Sell |
7
-2
| -22% | -$747 | ﹤0.01% | 664 |
|
|
2024
Q3 | $4.76K | Hold |
9
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $4.96K | Sell |
9
-2
| -18% | -$1.1K | ﹤0.01% | 605 |
|
|
2024
Q1 | $5.78K | Hold |
11
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $5.25K | Hold |
11
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $4.84K | Hold |
11
| – | – | ﹤0.01% | 620 |
|
|
2023
Q2 | $4.93K | Hold |
11
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $5.1K | Hold |
11
| – | – | ﹤0.01% | 621 |
|
|
2022
Q4 | $5.68K | Sell |
11
-2
| -15% | -$1.03K | ﹤0.01% | 606 |
|
|
2022
Q3 | $5K | Sell |
13
-4
| -24% | -$1.54K | ﹤0.01% | 599 |
|
|
2022
Q2 | $8K | Sell |
17
-211
| -93% | -$99.3K | ﹤0.01% | 521 |
|
|
2022
Q1 | $112K | Hold |
228
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $106K | Hold |
228
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $85K | Buy |
228
+2
| +0.9% | +$746 | 0.02% | 241 |
|
|
2021
Q2 | $86K | Buy |
226
+93
| +70% | +$35.4K | 0.02% | 238 |
|
|
2021
Q1 | $47K | Buy |
133
+12
| +10% | +$4.24K | 0.01% | 277 |
|
|
2020
Q4 | $36K | Buy |
+121
| New | +$36K | 0.01% | 305 |
|