Waverly 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 | $2.31M | Sell |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | $449K | Sell |
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|
2017
Q2 | $729K | Buy |
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|
2017
Q1 | $633K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $30K | Buy |
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|
2015
Q2 | $12K | Buy |
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|
2015
Q1 | $9K | Sell |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $67K | Sell |
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|
2014
Q2 | $86K | Buy |
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|
2014
Q1 | $36K | Sell |
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|
2013
Q4 | $46K | Buy |
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|
2013
Q3 | $35K | Buy |
|