Wealthquest’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
Q3 | – | Sell |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $411K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $247K | Hold |
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|
2020
Q3 | $207K | Hold |
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|
2020
Q2 | $203K | Buy |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $202K | Buy |
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