TIA
Trust Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
609
| – | – | 0.14% | 91 |
|
|
2025
Q1 | $265K | Buy |
+609
| New | +$265K | 0.17% | 84 |
|
|
2024
Q4 | – | Sell |
-509
| Closed | -$265K | – | 121 |
|
|
2024
Q3 | $265K | Hold |
509
| – | – | 0.17% | 87 |
|
|
2024
Q2 | $276K | Buy |
509
+57
| +13% | +$30.9K | 0.18% | 85 |
|
|
2024
Q1 | $234K | Hold |
452
| – | – | 0.17% | 83 |
|
|
2023
Q4 | $213K | Buy |
+452
| New | +$213K | 0.17% | 90 |
|
|
2023
Q3 | – | Sell |
-452
| Closed | -$201K | – | 102 |
|
|
2023
Q2 | $201K | Hold |
452
| – | – | 0.16% | 94 |
|
|
2023
Q1 | $208K | Hold |
452
| – | – | 0.19% | 96 |
|
|
2022
Q4 | $232K | Hold |
452
| – | – | 0.22% | 86 |
|
|
2022
Q3 | $205K | Hold |
452
| – | – | 0.21% | 86 |
|
|
2022
Q2 | $218K | Sell |
452
-307
| -40% | -$148K | 0.21% | 84 |
|
|
2022
Q1 | $373K | Buy |
759
+307
| +68% | +$151K | 0.3% | 76 |
|
|
2021
Q4 | $210K | Buy |
+452
| New | +$210K | 0.17% | 87 |
|