West Family Investments’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$344K Sell
2025
Q3
$389K Buy
2024
Q4
Sell
2024
Q3
$428K Sell
2024
Q2
$5.85M Buy
2024
Q1
$5.57M Hold
2023
Q4
$5.07M Buy
2023
Q3
$4.67M Sell
2023
Q2
$4.86M Buy
2023
Q1
$4.83M Sell
2022
Q4
$5.48M Buy
2022
Q3
$4.79M Sell
2022
Q2
$10.3M Buy
2022
Q1
$5.19M Buy
2021
Q4
$4.87M Sell
2021
Q3
$7.83M Buy
2021
Q2
$4.01M Hold
2021
Q1
$3.77M Hold
2020
Q4
$3.37K Buy