Altium Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $935K | Buy |
1,938
+718
| +59% | +$346K | 0.07% | 167 |
|
|
2022
Q1 | $599K | Sell |
1,220
-44
| -3% | -$21.6K | 0.04% | 233 |
|
|
2021
Q4 | $586K | Buy |
1,264
+209
| +20% | +$96.9K | 0.04% | 218 |
|
|
2021
Q3 | $393K | Sell |
1,055
-35
| -3% | -$13K | 0.03% | 268 |
|
|
2021
Q2 | $416K | Sell |
1,090
-34
| -3% | -$13K | 0.03% | 257 |
|
|
2021
Q1 | $403K | Buy |
1,124
+56
| +5% | +$20.1K | 0.03% | 257 |
|
|
2020
Q4 | $343K | Buy |
1,068
+153
| +17% | +$49.1K | 0.03% | 262 |
|
|
2020
Q3 | $246K | Buy |
915
+38
| +4% | +$10.2K | 0.03% | 294 |
|
|
2020
Q2 | $231K | Sell |
877
-35
| -4% | -$9.22K | 0.03% | 293 |
|
|
2020
Q1 | $207K | Buy |
912
+130
| +17% | +$29.5K | 0.03% | 293 |
|
|
2019
Q4 | $236K | Buy |
+782
| New | +$236K | 0.03% | 245 |
|
|
2019
Q3 | – | Sell |
-729
| Closed | -$206K | – | 290 |
|
|
2019
Q2 | $206K | Sell |
729
-24
| -3% | -$6.78K | 0.03% | 259 |
|
|
2019
Q1 | $216K | Buy |
+753
| New | +$216K | 0.03% | 252 |
|