SAM
Synergy Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
52,167
+50,106
| +2,431% | +$19.5M | 2.32% | 14 |
|
|
2025
Q1 | $896K | Buy |
+2,061
| New | +$896K | 0.11% | 93 |
|
|
2023
Q3 | – | Sell |
-17,995
| Closed | -$8M | – | 135 |
|
|
2023
Q2 | $8M | Sell |
17,995
-2,257
| -11% | -$1M | 1.98% | 16 |
|
|
2023
Q1 | $9.31M | Buy |
+20,252
| New | +$9.31M | 2.23% | 13 |
|
|
2022
Q3 | – | Sell |
-1,327
| Closed | -$641K | – | 117 |
|
|
2022
Q2 | $641K | Buy |
+1,327
| New | +$641K | 0.17% | 65 |
|