WAS
Wealth Advisory Solutions’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
907
| – | – | 0.09% | 107 |
|
|
2025
Q1 | $395K | Hold |
907
| – | – | 0.1% | 99 |
|
|
2024
Q4 | $335K | Sell |
907
-1
| -0.1% | -$369 | 0.09% | 96 |
|
|
2024
Q3 | $472K | Hold |
908
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $492K | Hold |
908
| – | – | 0.13% | 84 |
|
|
2024
Q1 | $471K | Buy |
908
+158
| +21% | +$81.9K | 0.12% | 85 |
|
|
2023
Q4 | $354K | Sell |
750
-158
| -17% | -$74.5K | 0.12% | 67 |
|
|
2023
Q3 | $395K | Buy |
+908
| New | +$395K | 0.08% | 100 |
|
|
2023
Q2 | – | Sell |
-912
| Closed | -$419K | – | 104 |
|
|
2023
Q1 | $419K | Hold |
912
| – | – | 0.11% | 88 |
|
|
2022
Q4 | $468K | Hold |
912
| – | – | 0.13% | 95 |
|
|
2022
Q3 | $414K | Sell |
912
-490
| -35% | -$222K | 0.11% | 100 |
|
|
2022
Q2 | $677K | Buy |
1,402
+221
| +19% | +$107K | 0.17% | 88 |
|
|
2022
Q1 | $580K | Buy |
+1,181
| New | +$580K | 0.12% | 99 |
|
|
2021
Q3 | $965K | Buy |
2,589
+265
| +11% | +$98.8K | 0.21% | 84 |
|
|
2021
Q2 | $887K | Buy |
+2,324
| New | +$887K | 0.21% | 90 |
|