SVWAG
Sound View Wealth Advisors Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
1,194
+6
| +0.5% | +$2.33K | 0.03% | 276 |
|
|
2025
Q1 | $517K | Buy |
1,188
+232
| +24% | +$101K | 0.04% | 254 |
|
|
2024
Q4 | $353K | Sell |
956
-190
| -17% | -$70.1K | 0.03% | 311 |
|
|
2024
Q3 | $596K | Buy |
1,146
+56
| +5% | +$29.1K | 0.05% | 237 |
|
|
2024
Q2 | $591K | Sell |
1,090
-57
| -5% | -$30.9K | 0.06% | 222 |
|
|
2024
Q1 | $595K | Sell |
1,147
-57
| -5% | -$29.6K | 0.06% | 221 |
|
|
2023
Q4 | $568K | Buy |
1,204
+63
| +6% | +$29.7K | 0.06% | 220 |
|
|
2023
Q3 | $497K | Buy |
1,141
+45
| +4% | +$19.6K | 0.06% | 220 |
|
|
2023
Q2 | $487K | Sell |
1,096
-19
| -2% | -$8.44K | 0.06% | 224 |
|
|
2023
Q1 | $513K | Sell |
1,115
-89
| -7% | -$40.9K | 0.07% | 214 |
|
|
2022
Q4 | $568K | Buy |
1,204
+75
| +7% | +$35.4K | 0.06% | 220 |
|
|
2022
Q3 | $513K | Sell |
1,129
-36
| -3% | -$16.4K | 0.12% | 158 |
|
|
2022
Q2 | $562K | Sell |
1,165
-19
| -2% | -$9.17K | 0.12% | 154 |
|
|
2022
Q1 | $582K | Sell |
1,184
-83
| -7% | -$40.8K | 0.11% | 160 |
|
|
2021
Q4 | $587K | Buy |
1,267
+24
| +2% | +$11.1K | 0.11% | 165 |
|
|
2021
Q3 | $463K | Buy |
1,243
+22
| +2% | +$8.2K | 0.1% | 178 |
|
|
2021
Q2 | $466K | Sell |
1,221
-5
| -0.4% | -$1.91K | 0.1% | 182 |
|
|
2021
Q1 | $440K | Sell |
1,226
-11
| -0.9% | -$3.95K | 0.1% | 172 |
|
|
2020
Q4 | $397K | Buy |
1,237
+1
| +0.1% | +$321 | 0.1% | 172 |
|
|
2020
Q3 | $332K | Sell |
1,236
-1
| -0.1% | -$269 | 0.09% | 180 |
|
|
2020
Q2 | $325K | Sell |
1,237
-37
| -3% | -$9.72K | 0.09% | 174 |
|
|
2020
Q1 | $289K | Buy |
1,274
+59
| +5% | +$13.4K | 0.1% | 165 |
|
|
2019
Q4 | $367K | Sell |
1,215
-20
| -2% | -$6.04K | 0.1% | 167 |
|
|
2019
Q3 | $297K | Buy |
1,235
+60
| +5% | +$14.4K | 0.09% | 191 |
|
|
2019
Q2 | $332K | Buy |
+1,175
| New | +$332K | 0.1% | 178 |
|