Wealth Enhancement Advisory Services’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
63,353
+35,787
| +130% | +$12.4M | 0.04% | 395 |
|
|
2025
Q1 | $12M | Buy |
27,566
+7,410
| +37% | +$3.22M | 0.02% | 529 |
|
|
2024
Q4 | $7.44M | Sell |
20,156
-271
| -1% | -$100K | 0.01% | 657 |
|
|
2024
Q3 | $10.6M | Buy |
20,427
+6,098
| +43% | +$3.17M | 0.02% | 498 |
|
|
2024
Q2 | $7.76M | Buy |
14,329
+2,985
| +26% | +$1.62M | 0.02% | 560 |
|
|
2024
Q1 | $5.88M | Buy |
11,344
+877
| +8% | +$455K | 0.02% | 621 |
|
|
2023
Q4 | $4.94M | Buy |
10,467
+1,099
| +12% | +$518K | 0.01% | 616 |
|
|
2023
Q3 | $4.08M | Buy |
+9,368
| New | +$4.08M | 0.01% | 632 |
|
|
2023
Q2 | – | Sell |
-504
| Closed | -$232K | – | 531 |
|
|
2023
Q1 | $232K | Buy |
+504
| New | +$232K | ﹤0.01% | 485 |
|
|
2021
Q2 | – | Sell |
-14,510
| Closed | -$5.11M | – | 280 |
|
|
2021
Q1 | $5.11M | Buy |
14,510
+511
| +4% | +$180K | 0.09% | 94 |
|
|
2020
Q4 | $4.57M | Buy |
+13,999
| New | +$4.57M | 0.1% | 81 |
|
|
2020
Q2 | – | Sell |
-10,903
| Closed | -$2.92M | – | 224 |
|
|
2020
Q1 | $2.92M | Buy |
10,903
+5,652
| +108% | +$1.52M | 0.1% | 85 |
|
|
2019
Q4 | $1.59M | Buy |
+5,251
| New | +$1.59M | 0.06% | 132 |
|
|
2018
Q3 | – | Sell |
-4,672
| Closed | -$1.16M | – | 178 |
|
|
2018
Q2 | $1.16M | Buy |
4,672
+203
| +5% | +$50.5K | 0.07% | 103 |
|
|
2018
Q1 | $985K | Sell |
4,469
-3,216
| -42% | -$709K | 0.07% | 108 |
|
|
2017
Q4 | $1.84M | Buy |
+7,685
| New | +$1.84M | 0.13% | 82 |
|
|
2017
Q1 | – | Sell |
-13,698
| Closed | -$1.97M | – | 147 |
|
|
2016
Q4 | $1.97M | Buy |
+13,698
| New | +$1.97M | 0.24% | 56 |
|