Accredited Investors’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 | $371K | Sell |
953
-183
| -16% | -$71.2K | 0.02% | 164 |
|
|
2025
Q1 | $494K | Sell |
1,136
-101
| -8% | -$43.9K | 0.03% | 129 |
|
|
2024
Q4 | $456K | Buy |
1,237
+24
| +2% | +$8.85K | 0.03% | 136 |
|
|
2024
Q3 | $631K | Buy |
1,213
+1
| +0.1% | +$520 | 0.04% | 116 |
|
|
2024
Q2 | $657K | Hold |
1,212
| – | – | 0.04% | 109 |
|
|
2024
Q1 | $628K | Hold |
1,212
| – | – | 0.04% | 111 |
|
|
2023
Q4 | $572K | Hold |
1,212
| – | – | 0.04% | 112 |
|
|
2023
Q3 | $528K | Sell |
1,212
-20
| -2% | -$8.71K | 0.04% | 106 |
|
|
2023
Q2 | $547K | Hold |
1,232
| – | – | 0.04% | 104 |
|
|
2023
Q1 | $566K | Hold |
1,232
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $632K | Sell |
1,232
-3
| -0.2% | -$1.54K | 0.05% | 88 |
|
|
2022
Q3 | $561K | Buy |
1,235
+3
| +0.2% | +$1.36K | 0.07% | 92 |
|
|
2022
Q2 | $595K | Sell |
1,232
-26
| -2% | -$12.6K | 0.07% | 96 |
|
|
2022
Q1 | $618K | Buy |
1,258
+2
| +0.2% | +$983 | 0.06% | 99 |
|
|
2021
Q4 | $582K | Buy |
1,256
+3
| +0.2% | +$1.39K | 0.05% | 102 |
|
|
2021
Q3 | $467K | Hold |
1,253
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $478K | Hold |
1,253
| – | – | 0.05% | 107 |
|
|
2021
Q1 | $450K | Sell |
1,253
-47
| -4% | -$16.9K | 0.06% | 104 |
|
|
2020
Q4 | $417K | Hold |
1,300
| – | – | 0.07% | 98 |
|
|
2020
Q3 | $349K | Sell |
1,300
-5
| -0.4% | -$1.34K | 0.07% | 99 |
|
|
2020
Q2 | $343K | Hold |
1,305
| – | – | 0.07% | 100 |
|
|
2020
Q1 | $296K | Buy |
1,305
+100
| +8% | +$22.7K | 0.07% | 107 |
|
|
2019
Q4 | $364K | Hold |
1,205
| – | – | 0.06% | 100 |
|
|
2019
Q3 | $289K | Hold |
1,205
| – | – | 0.06% | 113 |
|
|
2019
Q2 | $340K | Hold |
1,205
| – | – | 0.07% | 102 |
|
|
2019
Q1 | $346K | Hold |
1,205
| – | – | 0.07% | 97 |
|
|
2018
Q4 | $316K | Buy |
+1,205
| New | +$316K | 0.07% | 90 |
|