Wilbanks Smith & Thomas Asset Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.42M | Sell |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $4.27M | Hold |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $3.83M | Sell |
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|
2021
Q4 | $3.56M | Sell |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.92M | Sell |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $1.76M | Sell |
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|
2019
Q4 | $2.39M | Sell |
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|
2019
Q3 | $1.92M | Buy |
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|
2019
Q2 | $2.25M | Hold |
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|
2019
Q1 | $2.29M | Sell |
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|
2018
Q4 | $2.11M | Hold |
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|
2018
Q3 | $2.2M | Sell |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.79M | Sell |
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|
2017
Q4 | $1.89M | Sell |
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|
2017
Q3 | $1.66M | Sell |
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|
2017
Q2 | $1.66M | Sell |
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|
2017
Q1 | $1.47M | Sell |
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|
2016
Q4 | $1.32M | Buy |
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|
2016
Q3 | $818K | Buy |
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|
2016
Q2 | $854K | Sell |
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|
2016
Q1 | $911K | Sell |
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|
2015
Q4 | $937K | Sell |
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|
2015
Q3 | $1.04M | Sell |
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|
2015
Q2 | $1.25M | Sell |
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|
2015
Q1 | $1.19M | Sell |
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|
2014
Q4 | $972K | Hold |
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|
2014
Q3 | $926K | Sell |
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|
2014
Q2 | $910K | Buy |
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|
2014
Q1 | $841K | Buy |
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|
2013
Q4 | $763K | Buy |
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|
2013
Q3 | $662K | Sell |
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|
2013
Q2 | $650K | Buy |
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