Anthem shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Anthem (ELV) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Anthem
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Quarterly reported holdings in Anthem by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $460k | 885 | 520.00 |
| 2024-06-30 | $480k | 885 | 541.86 |
| 2024-03-31 | $619k | 1.2k | 518.54 |
| 2023-12-31 | $554k | 1.2k | 471.56 |
| 2023-09-30 | $454k | 1.0k | 435.42 |
| 2023-06-30 | $315k | 708 | 444.29 |
| 2023-03-31 | $327k | 711 | 459.81 |
| 2022-12-31 | $365k | 711 | 512.97 |
| 2022-09-30 | $376k | 827 | 454.66 |
| 2022-06-30 | $413k | 855 | 483.04 |
| 2022-03-31 | $626k | 1.3k | 490.98 |
| 2021-12-31 | $588k | 1.3k | 463.72 |
| 2021-09-30 | $473k | 1.3k | 373.03 |
| 2021-06-30 | $484k | 1.3k | 381.70 |
| 2021-03-31 | $416k | 1.2k | 358.62 |
| 2020-12-31 | $373k | 1.2k | 321.27 |
| 2020-09-30 | $312k | 1.2k | 268.73 |
| 2020-06-30 | $239k | 909 | 262.93 |