Advisory Alpha’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 | $220K | Sell |
564
-280
| -33% | -$109K | 0.01% | 448 |
|
|
2025
Q1 | $367K | Sell |
844
-111
| -12% | -$48.3K | 0.01% | 305 |
|
|
2024
Q4 | $352K | Sell |
955
-47
| -5% | -$17.3K | 0.01% | 283 |
|
|
2024
Q3 | $522K | Sell |
1,002
-16
| -2% | -$8.33K | 0.02% | 232 |
|
|
2024
Q2 | $552K | Buy |
1,018
+63
| +7% | +$34.2K | 0.02% | 201 |
|
|
2024
Q1 | $495K | Buy |
955
+387
| +68% | +$201K | 0.02% | 216 |
|
|
2023
Q4 | $268K | Buy |
+568
| New | +$268K | 0.01% | 282 |
|
|
2020
Q4 | – | Sell |
-101
| Closed | -$30K | – | 248 |
|
|
2020
Q3 | $30K | Buy |
+101
| New | +$30K | 0.01% | 260 |
|
|
2020
Q1 | – | Sell |
-116
| Closed | -$34.4K | – | 748 |
|
|
2019
Q4 | $34.4K | Sell |
116
-3
| -3% | -$890 | 0.01% | 330 |
|
|
2019
Q3 | $28.4K | Buy |
+119
| New | +$28.4K | 0.01% | 322 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$13.3K | – | 260 |
|
|
2019
Q1 | $13.3K | Buy |
+50
| New | +$13.3K | ﹤0.01% | 371 |
|