Allen Investment 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 | $1.59M | Hold |
4,098
| – | – | 0.02% | 117 |
|
|
2025
Q1 | $1.78M | Sell |
4,098
-212
| -5% | -$92.2K | 0.02% | 117 |
|
|
2024
Q4 | $1.59M | Hold |
4,310
| – | – | 0.02% | 118 |
|
|
2024
Q3 | $2.24M | Sell |
4,310
-911
| -17% | -$474K | 0.03% | 111 |
|
|
2024
Q2 | $2.83M | Hold |
5,221
| – | – | 0.03% | 105 |
|
|
2024
Q1 | $2.71M | Hold |
5,221
| – | – | 0.03% | 101 |
|
|
2023
Q4 | $2.46M | Sell |
5,221
-16
| -0.3% | -$7.55K | 0.03% | 103 |
|
|
2023
Q3 | $2.28M | Buy |
+5,237
| New | +$2.28M | 0.03% | 100 |
|