SOA Wealth 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 | $818 | Sell |
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|
2025
Q1 | $3.08K | Hold |
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|
2024
Q4 | $2.61K | Sell |
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|
2024
Q3 | $4.76K | Hold |
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|
2024
Q2 | $4.96K | Sell |
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|
2024
Q1 | $5.78K | Hold |
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|
2023
Q4 | $5.25K | Hold |
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|
2023
Q3 | $4.84K | Hold |
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|
2023
Q2 | $4.93K | Hold |
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|
2023
Q1 | $5.1K | Hold |
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|
2022
Q4 | $5.68K | Sell |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $106K | Hold |
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|
2021
Q3 | $85K | Buy |
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|
2021
Q2 | $86K | Buy |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q4 | $36K | Buy |
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