Stonehage Fleming Financial Services’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 | $891K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $991K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $904K | Sell |
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|
2023
Q3 | $917K | Sell |
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|
2023
Q2 | $969K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.43M | Hold |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $866K | Hold |
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|
2020
Q3 | $716K | Hold |
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|
2020
Q2 | $715K | Hold |
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|
2020
Q1 | $636K | Sell |
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|
2019
Q4 | $988K | Buy |
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|
2019
Q3 | $679K | Hold |
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|
2019
Q2 | $797K | Hold |
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|
2019
Q1 | $811 | Hold |
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|
2018
Q4 | $742K | Hold |
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|
2018
Q3 | $775K | Hold |
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|
2018
Q2 | $673K | Buy |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $417K | Hold |
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|
2017
Q3 | $352K | Hold |
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|
2017
Q2 | $348K | Sell |
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|
2017
Q1 | $378K | Hold |
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|
2016
Q4 | $329K | Sell |
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|
2016
Q3 | $312K | Hold |
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|
2016
Q2 | $327K | Sell |
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|
2016
Q1 | $661K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $85K | Sell |
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|
2015
Q2 | $571K | Hold |
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|
2015
Q1 | $537K | Hold |
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|
2014
Q4 | $437K | Buy |
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