Summit Trail 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 | $1.84M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $619K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $360K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $596K | Sell |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $280K | Buy |
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