Alpha Family Trust’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 | $239K | Buy |
+615
| New | +$239K | 0.12% | 163 |
|
|
2025
Q1 | – | Sell |
-735
| Closed | -$271K | – | 178 |
|
|
2024
Q4 | $271K | Buy |
735
+185
| +34% | +$68.2K | 0.15% | 114 |
|
|
2024
Q3 | $286K | Hold |
550
| – | – | 0.16% | 111 |
|
|
2024
Q2 | $298K | Hold |
550
| – | – | 0.17% | 104 |
|
|
2024
Q1 | $285K | Hold |
550
| – | – | 0.17% | 108 |
|
|
2023
Q4 | $259K | Buy |
+550
| New | +$259K | 0.18% | 111 |
|
|
2023
Q3 | – | Sell |
-565
| Closed | -$251K | – | 134 |
|
|
2023
Q2 | $251K | Buy |
565
+125
| +28% | +$55.5K | 0.18% | 95 |
|
|
2023
Q1 | $202K | Buy |
440
+10
| +2% | +$4.6K | 0.16% | 119 |
|
|
2022
Q4 | $221K | Buy |
+430
| New | +$221K | 0.2% | 104 |
|