AE 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 | $1.17M | Sell |
3,008
-587
| -16% | -$228K | 0.01% | 685 |
|
|
2025
Q1 | $1.56M | Buy |
3,595
+225
| +7% | +$97.9K | 0.01% | 589 |
|
|
2024
Q4 | $1.24M | Sell |
3,370
-586
| -15% | -$216K | 0.01% | 653 |
|
|
2024
Q3 | $2.06M | Sell |
3,956
-1,249
| -24% | -$650K | 0.02% | 522 |
|
|
2024
Q2 | $2.82M | Buy |
5,205
+637
| +14% | +$345K | 0.03% | 443 |
|
|
2024
Q1 | $2.37M | Sell |
4,568
-11,476
| -72% | -$5.95M | 0.03% | 459 |
|
|
2023
Q4 | $7.76M | Sell |
16,044
-3,132
| -16% | -$1.52M | 0.04% | 463 |
|
|
2023
Q3 | $8.35M | Buy |
19,176
+891
| +5% | +$388K | 0.05% | 425 |
|
|
2023
Q2 | $8.12M | Buy |
18,285
+1,528
| +9% | +$679K | 0.05% | 417 |
|
|
2023
Q1 | $7.71M | Buy |
16,757
+3,362
| +25% | +$1.55M | 0.05% | 404 |
|
|
2022
Q4 | $6.87M | Buy |
13,395
+786
| +6% | +$403K | 0.05% | 402 |
|
|
2022
Q3 | $5.73M | Sell |
12,609
-2,819
| -18% | -$1.28M | 0.05% | 401 |
|
|
2022
Q2 | $7.45M | Buy |
15,428
+6,271
| +68% | +$3.03M | 0.06% | 337 |
|
|
2022
Q1 | $4.5M | Buy |
9,157
+570
| +7% | +$280K | 0.03% | 466 |
|
|
2021
Q4 | $3.98M | Buy |
8,587
+1,176
| +16% | +$545K | 0.03% | 482 |
|
|
2021
Q3 | $2.76M | Sell |
7,411
-248
| -3% | -$92.5K | 0.02% | 537 |
|
|
2021
Q2 | $2.92M | Buy |
7,659
+26
| +0.3% | +$9.93K | 0.03% | 521 |
|
|
2021
Q1 | $2.74M | Buy |
7,633
+923
| +14% | +$331K | 0.03% | 483 |
|
|
2020
Q4 | $2.16M | Sell |
6,710
-10,152
| -60% | -$3.26M | 0.02% | 476 |
|
|
2020
Q3 | $4.53M | Buy |
16,862
+9,273
| +122% | +$2.49M | 0.06% | 249 |
|
|
2020
Q2 | $2M | Buy |
7,589
+2,108
| +38% | +$554K | 0.03% | 408 |
|
|
2020
Q1 | $1.24M | Buy |
5,481
+267
| +5% | +$60.6K | 0.03% | 423 |
|
|
2019
Q4 | $1.58M | Buy |
5,214
+98
| +2% | +$29.6K | 0.03% | 415 |
|
|
2019
Q3 | $1.23M | Buy |
5,116
+341
| +7% | +$81.9K | 0.04% | 397 |
|
|
2019
Q2 | $1.35M | Buy |
4,775
+2,678
| +128% | +$756K | 0.04% | 322 |
|
|
2019
Q1 | $602K | Sell |
2,097
-110
| -5% | -$31.6K | 0.04% | 306 |
|
|
2018
Q4 | $580K | Buy |
2,207
+476
| +27% | +$125K | 0.1% | 223 |
|
|
2018
Q3 | $474K | Buy |
+1,731
| New | +$474K | 0.03% | 333 |
|