WMS Partners’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
Q4 | – | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $369K | Buy |
|
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $256K | Buy |
|