Accurate Wealth Management’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 | $245K | Buy |
707
+33
| +5% | +$11.4K | 0.04% | 395 |
|
|
2025
Q1 | $296K | Buy |
674
+33
| +5% | +$14.5K | 0.06% | 287 |
|
|
2024
Q4 | $244K | Sell |
641
-4,709
| -88% | -$1.8M | 0.05% | 327 |
|
|
2024
Q3 | $2.59M | Sell |
5,350
-301
| -5% | -$146K | 0.52% | 55 |
|
|
2024
Q2 | $3M | Buy |
5,651
+397
| +8% | +$211K | 0.72% | 40 |
|
|
2024
Q1 | $2.79M | Buy |
5,254
+709
| +16% | +$377K | 0.82% | 34 |
|
|
2023
Q4 | $2.19M | Sell |
4,545
-153
| -3% | -$73.8K | 0.68% | 41 |
|
|
2023
Q3 | $2.19M | Buy |
+4,698
| New | +$2.19M | 0.69% | 44 |
|
|
2023
Q1 | – | Sell |
-72
| Closed | -$33.9K | – | 591 |
|
|
2022
Q4 | $33.9K | Buy |
+72
| New | +$33.9K | 0.01% | 543 |
|