Summit Financial Group’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$337K Hold
2023
Q4
$306K Sell
2023
Q3
$300K Hold
2023
Q2
$306K Hold
2023
Q1
$316K Hold
2022
Q4
$353K Sell
2022
Q3
$336K Sell
2022
Q2
$359K Hold
2022
Q1
$365K Hold
2021
Q4
$345K Buy
2021
Q3
$258K Hold
2021
Q2
$265K Hold
2021
Q1
$249K Sell
2020
Q4
$240K Sell
2020
Q3
$207K Hold
2020
Q2
$202K Buy
2020
Q1
Sell
2019
Q4
$236K Buy