Affinity Investment Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $608K | Hold |
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|
2024
Q2 | $634K | Buy |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $744K | Sell |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $998K | Buy |
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|
2019
Q3 | $525K | Sell |
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|
2019
Q2 | $771K | Buy |
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|
2019
Q1 | $744K | Hold |
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|
2018
Q4 | $681K | Sell |
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|
2018
Q3 | $753K | Buy |
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|
2018
Q2 | $637K | Buy |
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|
2018
Q1 | $583K | Buy |
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|
2017
Q4 | $578K | Hold |
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|
2017
Q3 | $488K | Hold |
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|
2017
Q2 | $483K | Hold |
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|
2017
Q1 | $425K | Hold |
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|
2016
Q4 | $369K | Hold |
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|
2016
Q3 | $322K | Sell |
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|
2016
Q2 | $491K | Hold |
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|
2016
Q1 | $520K | Hold |
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|
2015
Q4 | $522K | Sell |
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|
2015
Q3 | $616K | Hold |
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|
2015
Q2 | $722K | Sell |
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|
2015
Q1 | $862K | Hold |
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|
2014
Q4 | $701K | Hold |
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|
2014
Q3 | $667K | Sell |
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|
2014
Q2 | $617K | Hold |
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|
2014
Q1 | $570K | Hold |
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|
2013
Q4 | $529K | Hold |
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|
2013
Q3 | $479K | Buy |
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|
2013
Q2 | $454K | Buy |
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