Alta Advisers’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 | $417K | Hold |
1,071
| – | – | 0.15% | 125 |
|
|
2025
Q1 | $466K | Buy |
1,071
+300
| +39% | +$130K | 0.2% | 103 |
|
|
2024
Q4 | $284K | Buy |
771
+171
| +29% | +$63.1K | 0.18% | 106 |
|
|
2024
Q3 | $312K | Hold |
600
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $325K | Hold |
600
| – | – | 0.16% | 77 |
|
|
2024
Q1 | $311K | Hold |
600
| – | – | 0.15% | 81 |
|
|
2023
Q4 | $283K | Hold |
600
| – | – | 0.15% | 81 |
|
|
2023
Q3 | $261K | Hold |
600
| – | – | 0.15% | 79 |
|
|
2023
Q2 | $267K | Hold |
600
| – | – | 0.15% | 82 |
|
|
2023
Q1 | $276K | Hold |
600
| – | – | 0.16% | 76 |
|
|
2022
Q4 | $308K | Hold |
600
| – | – | 0.18% | 68 |
|
|
2022
Q3 | $273K | Buy |
+600
| New | +$273K | 0.17% | 69 |
|