Adams 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
Q1 | $434K | Buy |
1,001
+207
| +26% | +$89.8K | 0.09% | 99 |
|
|
2024
Q4 | $293K | Sell |
794
-132
| -14% | -$48.7K | 0.06% | 102 |
|
|
2024
Q3 | $482K | Sell |
926
-30
| -3% | -$15.6K | 0.1% | 89 |
|
|
2024
Q2 | $518K | Buy |
956
+261
| +38% | +$141K | 0.12% | 82 |
|
|
2024
Q1 | $360K | Hold |
695
| – | – | 0.09% | 88 |
|
|
2023
Q4 | $328K | Hold |
695
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $303K | Hold |
695
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $309K | Hold |
695
| – | – | 0.1% | 85 |
|
|
2023
Q1 | $320K | Hold |
695
| – | – | 0.1% | 89 |
|
|
2022
Q4 | $357K | Sell |
695
-6
| -0.9% | -$3.08K | 0.13% | 82 |
|
|
2022
Q3 | $318K | Hold |
701
| – | – | 0.12% | 75 |
|
|
2022
Q2 | $338K | Sell |
701
-5
| -0.7% | -$2.41K | 0.13% | 59 |
|
|
2022
Q1 | $347K | Hold |
706
| – | – | 0.11% | 60 |
|
|
2021
Q4 | $327K | Hold |
706
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $263K | Hold |
706
| – | – | 0.1% | 64 |
|
|
2021
Q2 | $270K | Hold |
706
| – | – | 0.12% | 64 |
|
|
2021
Q1 | $253K | Hold |
706
| – | – | 0.12% | 64 |
|
|
2020
Q4 | $227K | Hold |
706
| – | – | 0.14% | 58 |
|
|
2020
Q3 | $190K | Buy |
+706
| New | +$190K | 0.15% | 60 |
|
|
2020
Q1 | – | Sell |
-706
| Closed | -$213K | – | 75 |
|
|
2019
Q4 | $213K | Buy |
+706
| New | +$213K | 0.18% | 89 |
|