Wealth Management Associates’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 | $410K | Hold |
|
|||||
|
2025
Q1 | $458K | Hold |
|
|||||
|
2024
Q4 | $389K | Sell |
|
|||||
|
2024
Q3 | $721K | Hold |
|
|||||
|
2024
Q2 | $752K | Hold |
|
|||||
|
2024
Q1 | $752K | Sell |
|
|||||
|
2023
Q4 | $667K | Buy |
|
|||||
|
2023
Q3 | $592K | Buy |
|
|||||
|
2023
Q2 | $597K | Sell |
|
|||||
|
2023
Q1 | $625K | Hold |
|
|||||
|
2022
Q4 | $698K | Buy |
|
|||||
|
2022
Q3 | $593K | Hold |
|
|||||
|
2022
Q2 | $630K | Buy |
|
|||||
|
2022
Q1 | $619K | Buy |
|
|||||
|
2021
Q4 | $566K | Buy |
|
|||||
|
2021
Q3 | $393K | Hold |
|
|||||
|
2021
Q2 | $402K | Hold |
|
|||||
|
2021
Q1 | $378K | Hold |
|
|||||
|
2020
Q4 | $338K | Hold |
|
|||||
|
2020
Q3 | $283K | Hold |
|
|||||
|
2020
Q2 | $277K | Buy |
|
|||||
|
2020
Q1 | $227K | Hold |
|
|||||
|
2019
Q4 | $302K | Hold |
|
|||||
|
2019
Q3 | $240K | Hold |
|
|||||
|
2019
Q2 | $282K | Hold |
|
|||||
|
2019
Q1 | $287K | Hold |
|
|||||
|
2018
Q4 | $263K | Buy |
|