Valmark Advisers’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
Q3 | $435K | Sell |
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|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $979K | Buy |
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|
2024
Q1 | $922K | Buy |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $377K | Buy |
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