Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $643K | Hold |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $716K | Hold |
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|
2022
Q4 | $702K | Hold |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $489K | Sell |
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|
2020
Q3 | $459K | Buy |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $426K | Buy |
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|
2019
Q1 | $245K | Buy |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $229K | Buy |
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