AIMZ Investment Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-389
| Closed | -$211K | – | 125 |
|
|
2024
Q2 | $211K | Sell |
389
-15
| -4% | -$8.13K | 0.08% | 113 |
|
|
2024
Q1 | $209K | Sell |
404
-45
| -10% | -$23.3K | 0.08% | 114 |
|
|
2023
Q4 | $212K | Buy |
+449
| New | +$212K | 0.09% | 110 |
|
|
2023
Q3 | – | Sell |
-456
| Closed | -$203K | – | 113 |
|
|
2023
Q2 | $203K | Hold |
456
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $210K | Sell |
456
-53
| -10% | -$24.4K | 0.09% | 108 |
|
|
2022
Q4 | $261K | Hold |
509
| – | – | 0.12% | 99 |
|
|
2022
Q3 | $231K | Sell |
509
-13
| -2% | -$5.9K | 0.12% | 100 |
|
|
2022
Q2 | $252K | Sell |
522
-53
| -9% | -$25.6K | 0.12% | 98 |
|
|
2022
Q1 | $282K | Sell |
575
-15
| -3% | -$7.36K | 0.12% | 105 |
|
|
2021
Q4 | $273K | Hold |
590
| – | – | 0.11% | 102 |
|
|
2021
Q3 | $220K | Hold |
590
| – | – | 0.1% | 108 |
|
|
2021
Q2 | $225K | Sell |
590
-10
| -2% | -$3.81K | 0.1% | 108 |
|
|
2021
Q1 | $215K | Buy |
+600
| New | +$215K | 0.11% | 103 |
|
|
2016
Q2 | – | Sell |
-1,300
| Closed | -$201K | – | 95 |
|
|
2016
Q1 | $201K | Buy |
+1,300
| New | +$201K | 0.09% | 105 |
|
|
2015
Q2 | – | Sell |
-1,300
| Closed | -$201K | – | 97 |
|
|
2015
Q1 | $201K | Buy |
+1,300
| New | +$201K | 0.17% | 94 |
|