Aldebaran Financial’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 | $266K | Buy |
685
+1
| +0.1% | +$389 | 0.29% | 65 |
|
|
2025
Q1 | $298K | Hold |
684
| – | – | 0.36% | 58 |
|
|
2024
Q4 | $252K | Buy |
684
+1
| +0.1% | +$369 | 0.29% | 66 |
|
|
2024
Q3 | $355K | Buy |
683
+1
| +0.1% | +$520 | 0.42% | 49 |
|
|
2024
Q2 | $370K | Hold |
682
| – | – | 0.48% | 42 |
|
|
2024
Q1 | $353K | Buy |
682
+1
| +0.1% | +$518 | 0.5% | 46 |
|
|
2023
Q4 | $321K | Buy |
681
+1
| +0.1% | +$472 | 0.47% | 48 |
|
|
2023
Q3 | $296K | Hold |
680
| – | – | 0.46% | 52 |
|
|
2023
Q2 | $302K | Buy |
680
+1
| +0.1% | +$444 | 0.41% | 51 |
|
|
2023
Q1 | $312K | Sell |
679
-100
| -13% | -$46K | 0.4% | 52 |
|
|
2022
Q4 | $399K | Buy |
779
+1
| +0.1% | +$513 | 0.43% | 56 |
|
|
2022
Q3 | $360K | Hold |
778
| – | – | 0.4% | 60 |
|
|
2022
Q2 | $366K | Buy |
+778
| New | +$366K | 0.39% | 58 |
|
|
2014
Q3 | – | Sell |
-2,509
| Closed | -$270K | – | 117 |
|
|
2014
Q2 | $270K | Buy |
+2,509
| New | +$270K | 0.21% | 101 |
|