WAG
Wiser Advisor Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-230
| Closed | -$100K | – | 106 |
|
|
2025
Q1 | $100K | Buy |
230
+1
| +0.4% | +$435 | 0.15% | 68 |
|
|
2024
Q4 | $84.5K | Buy |
229
+108
| +89% | +$39.8K | 0.12% | 74 |
|
|
2024
Q3 | $62.9K | Hold |
121
| – | – | 0.09% | 85 |
|
|
2024
Q2 | $65.4K | Buy |
121
+101
| +505% | +$54.6K | 0.1% | 78 |
|
|
2024
Q1 | $10.5K | Hold |
20
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $9.52K | Buy |
+20
| New | +$9.52K | 0.02% | 185 |
|