AA Financial Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
792
| – | – | 0.07% | 147 |
|
|
2025
Q1 | $344K | Buy |
792
+137
| +21% | +$59.6K | 0.08% | 122 |
|
|
2024
Q4 | $242K | Hold |
655
| – | – | 0.06% | 154 |
|
|
2024
Q3 | $341K | Hold |
655
| – | – | 0.1% | 126 |
|
|
2024
Q2 | $355K | Sell |
655
-30
| -4% | -$16.3K | 0.13% | 117 |
|
|
2024
Q1 | $355K | Buy |
+685
| New | +$355K | 0.14% | 105 |
|