Abacus Planning Group’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 | $381K | Buy |
979
+125
| +15% | +$48.6K | 0.06% | 158 |
|
|
2025
Q1 | $371K | Buy |
854
+303
| +55% | +$132K | 0.07% | 147 |
|
|
2024
Q4 | $203K | Sell |
551
-291
| -35% | -$107K | 0.04% | 208 |
|
|
2024
Q3 | $438K | Buy |
842
+48
| +6% | +$25K | 0.08% | 123 |
|
|
2024
Q2 | $430K | Sell |
794
-9
| -1% | -$4.88K | 0.08% | 118 |
|
|
2024
Q1 | $416K | Buy |
803
+23
| +3% | +$11.9K | 0.08% | 121 |
|
|
2023
Q4 | $368K | Sell |
780
-129
| -14% | -$60.8K | 0.08% | 127 |
|
|
2023
Q3 | $396K | Buy |
909
+146
| +19% | +$63.6K | 0.1% | 114 |
|
|
2023
Q2 | $339K | Buy |
763
+290
| +61% | +$129K | 0.08% | 127 |
|
|
2023
Q1 | $217K | Hold |
473
| – | – | 0.06% | 168 |
|
|
2022
Q4 | $243K | Hold |
473
| – | – | 0.07% | 151 |
|
|
2022
Q3 | $215K | Hold |
473
| – | – | 0.06% | 156 |
|
|
2022
Q2 | $228K | Hold |
473
| – | – | 0.07% | 164 |
|
|
2022
Q1 | $232K | Hold |
473
| – | – | 0.06% | 181 |
|
|
2021
Q4 | $219K | Buy |
+473
| New | +$219K | 0.06% | 185 |
|