Strategic Wealth Partners’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 | $778K | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $2.55M | Sell |
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|
2024
Q2 | $3.7M | Sell |
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|
2024
Q1 | $3.55M | Buy |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $110K | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $893K | Buy |
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