The Family Firm’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 | – | Sell |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $335K | Buy |
|
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|
2024
Q2 | $348K | Buy |
|
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|
2024
Q1 | $333K | Buy |
|
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $285K | Buy |
|
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $276K | Buy |
|
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $213K | Buy |
|