Anthem shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Anthem (ELV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Anthem
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Quarterly reported holdings in Anthem by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 546 | 520.00 |
| 2024-06-30 | $296k | 546 | 541.86 |
| 2024-03-31 | $281k | 541 | 518.71 |
| 2023-09-30 | $236k | 541 | 435.42 |
| 2023-06-30 | $240k | 541 | 444.29 |
| 2023-03-31 | $249k | 541 | 459.81 |
| 2022-12-31 | $281k | 548 | 513.28 |
| 2022-09-30 | $246k | 541 | 454.71 |
| 2022-06-30 | $261k | 541 | 482.44 |
| 2022-03-31 | $276k | 562 | 491.10 |
| 2021-12-31 | $261k | 562 | 464.41 |
| 2021-09-30 | $209k | 562 | 371.89 |
| 2021-06-30 | $222k | 582 | 381.44 |
| 2021-03-31 | $220k | 612 | 359.48 |
| 2020-09-30 | $284k | 1.1k | 268.69 |
| 2020-06-30 | $278k | 1.1k | 262.76 |
| 2020-03-31 | $251k | 1.1k | 227.15 |
| 2019-12-31 | $458k | 1.5k | 301.91 |
| 2019-09-30 | $355k | 1.5k | 239.86 |
| 2019-06-30 | $2.4M | 8.5k | 282.26 |
| 2019-03-31 | $1.7M | 6.0k | 286.90 |
| 2018-12-31 | $1.6M | 6.2k | 262.53 |
| 2018-09-30 | $1.6M | 5.9k | 274.10 |
| 2018-06-30 | $1.3M | 5.4k | 237.93 |
| 2018-03-31 | $1.1M | 5.1k | 219.80 |
| 2017-12-31 | $1.0M | 4.6k | 224.95 |
| 2017-09-30 | $812k | 4.3k | 189.94 |
| 2017-06-30 | $744k | 4.0k | 188.16 |
| 2017-03-31 | $569k | 3.4k | 165.26 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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