WMA
Wealth Management Associates’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
1,053
| – | – | 0.16% | 125 |
|
|
2025
Q1 | $458K | Hold |
1,053
| – | – | 0.2% | 98 |
|
|
2024
Q4 | $389K | Sell |
1,053
-334
| -24% | -$123K | 0.17% | 117 |
|
|
2024
Q3 | $721K | Hold |
1,387
| – | – | 0.32% | 67 |
|
|
2024
Q2 | $752K | Hold |
1,387
| – | – | 0.35% | 61 |
|
|
2024
Q1 | $752K | Sell |
1,387
-28
| -2% | -$15.2K | 0.35% | 61 |
|
|
2023
Q4 | $667K | Buy |
1,415
+56
| +4% | +$26.4K | 0.35% | 66 |
|
|
2023
Q3 | $592K | Buy |
1,359
+15
| +1% | +$6.53K | 0.35% | 68 |
|
|
2023
Q2 | $597K | Sell |
1,344
-16
| -1% | -$7.11K | 0.34% | 68 |
|
|
2023
Q1 | $625K | Hold |
1,360
| – | – | 0.39% | 66 |
|
|
2022
Q4 | $698K | Buy |
1,360
+55
| +4% | +$28.2K | 0.46% | 55 |
|
|
2022
Q3 | $593K | Hold |
1,305
| – | – | 0.42% | 61 |
|
|
2022
Q2 | $630K | Buy |
1,305
+45
| +4% | +$21.7K | 0.43% | 52 |
|
|
2022
Q1 | $619K | Buy |
1,260
+39
| +3% | +$19.2K | 0.35% | 70 |
|
|
2021
Q4 | $566K | Buy |
1,221
+168
| +16% | +$77.9K | 0.3% | 86 |
|
|
2021
Q3 | $393K | Hold |
1,053
| – | – | 0.23% | 114 |
|
|
2021
Q2 | $402K | Hold |
1,053
| – | – | 0.23% | 120 |
|
|
2021
Q1 | $378K | Hold |
1,053
| – | – | 0.24% | 108 |
|
|
2020
Q4 | $338K | Hold |
1,053
| – | – | 0.22% | 115 |
|
|
2020
Q3 | $283K | Hold |
1,053
| – | – | 0.22% | 115 |
|
|
2020
Q2 | $277K | Buy |
1,053
+53
| +5% | +$13.9K | 0.23% | 106 |
|
|
2020
Q1 | $227K | Hold |
1,000
| – | – | 0.23% | 99 |
|
|
2019
Q4 | $302K | Hold |
1,000
| – | – | 0.22% | 107 |
|
|
2019
Q3 | $240K | Hold |
1,000
| – | – | 0.19% | 124 |
|
|
2019
Q2 | $282K | Hold |
1,000
| – | – | 0.28% | 74 |
|
|
2019
Q1 | $287K | Hold |
1,000
| – | – | 0.31% | 71 |
|
|
2018
Q4 | $263K | Buy |
+1,000
| New | +$263K | 0.35% | 65 |
|