Alliance Wealth Advisors (Pennsylvania)’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 | $307K | Buy |
789
+20
| +3% | +$7.78K | 0.16% | 111 |
|
|
2025
Q1 | $334K | Sell |
769
-134
| -15% | -$58.3K | 0.19% | 96 |
|
|
2024
Q4 | $333K | Buy |
903
+204
| +29% | +$75.3K | 0.19% | 97 |
|
|
2024
Q3 | $363K | Buy |
699
+12
| +2% | +$6.24K | 0.21% | 90 |
|
|
2024
Q2 | $372K | Sell |
687
-42
| -6% | -$22.8K | 0.23% | 82 |
|
|
2024
Q1 | $378K | Sell |
729
-16
| -2% | -$8.3K | 0.24% | 84 |
|
|
2023
Q4 | $351K | Buy |
745
+21
| +3% | +$9.9K | 0.23% | 87 |
|
|
2023
Q3 | $315K | Buy |
724
+79
| +12% | +$34.4K | 0.23% | 85 |
|
|
2023
Q2 | $287K | Buy |
645
+124
| +24% | +$55.1K | 0.2% | 96 |
|
|
2023
Q1 | $240K | Sell |
521
-37
| -7% | -$17K | 0.18% | 108 |
|
|
2022
Q4 | $286K | Sell |
558
-1
| -0.2% | -$513 | 0.24% | 88 |
|
|
2022
Q3 | $254K | Sell |
559
-25
| -4% | -$11.4K | 0.24% | 87 |
|
|
2022
Q2 | $282K | Buy |
584
+4
| +0.7% | +$1.93K | 0.24% | 87 |
|
|
2022
Q1 | $285K | Sell |
580
-122
| -17% | -$59.9K | 0.24% | 94 |
|
|
2021
Q4 | $325K | Buy |
702
+9
| +1% | +$4.17K | 0.26% | 84 |
|
|
2021
Q3 | $258K | Buy |
693
+11
| +2% | +$4.1K | 0.23% | 88 |
|
|
2021
Q2 | $260K | Buy |
682
+15
| +2% | +$5.72K | 0.23% | 87 |
|
|
2021
Q1 | $239K | Sell |
667
-6
| -0.9% | -$2.15K | 0.24% | 88 |
|
|
2020
Q4 | $216K | Buy |
+673
| New | +$216K | 0.23% | 93 |
|