Wealthspire Advisors (New York)’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 | $511K | Buy |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $905K | Sell |
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|
2023
Q1 | $950K | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $984K | Buy |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $795K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $50K | Buy |
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