Anchor 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 | $2.68M | Buy |
6,878
+388
| +6% | +$151K | 0.23% | 113 |
|
|
2025
Q1 | $2.82M | Sell |
6,490
-911
| -12% | -$396K | 0.26% | 98 |
|
|
2024
Q4 | $2.73M | Buy |
7,401
+1,303
| +21% | +$481K | 0.25% | 104 |
|
|
2024
Q3 | $3.17M | Buy |
6,098
+1,135
| +23% | +$590K | 0.3% | 89 |
|
|
2024
Q2 | $2.69M | Buy |
4,963
+204
| +4% | +$111K | 0.28% | 94 |
|
|
2024
Q1 | $2.47M | Buy |
4,759
+208
| +5% | +$108K | 0.26% | 104 |
|
|
2023
Q4 | $2.15M | Buy |
4,551
+1,142
| +33% | +$539K | 0.25% | 107 |
|
|
2023
Q3 | $1.48M | Sell |
3,409
-540
| -14% | -$235K | 0.19% | 123 |
|
|
2023
Q2 | $1.75M | Buy |
3,949
+166
| +4% | +$73.8K | 0.22% | 117 |
|
|
2023
Q1 | $1.74M | Buy |
3,783
+280
| +8% | +$129K | 0.24% | 113 |
|
|
2022
Q4 | $1.8M | Buy |
3,503
+68
| +2% | +$34.9K | 0.26% | 112 |
|
|
2022
Q3 | $1.56M | Buy |
3,435
+172
| +5% | +$78.1K | 0.24% | 110 |
|
|
2022
Q2 | $1.57M | Buy |
3,263
+61
| +2% | +$29.4K | 0.23% | 114 |
|
|
2022
Q1 | $1.57M | Buy |
3,202
+224
| +8% | +$110K | 0.2% | 122 |
|
|
2021
Q4 | $1.38M | Buy |
2,978
+156
| +6% | +$72.3K | 0.17% | 130 |
|
|
2021
Q3 | $1.05M | Buy |
2,822
+51
| +2% | +$19K | 0.15% | 155 |
|
|
2021
Q2 | $1.06M | Sell |
2,771
-2
| -0.1% | -$764 | 0.15% | 152 |
|
|
2021
Q1 | $995K | Buy |
2,773
+1,195
| +76% | +$429K | 0.15% | 146 |
|
|
2020
Q4 | $507K | Buy |
1,578
+113
| +8% | +$36.3K | 0.09% | 187 |
|
|
2020
Q3 | $393K | Buy |
1,465
+72
| +5% | +$19.3K | 0.08% | 187 |
|
|
2020
Q2 | $366K | Sell |
1,393
-81
| -5% | -$21.3K | 0.08% | 186 |
|
|
2020
Q1 | $335K | Buy |
1,474
+439
| +42% | +$99.7K | 0.09% | 187 |
|
|
2019
Q4 | $313K | Sell |
1,035
-29
| -3% | -$8.76K | 0.07% | 221 |
|
|
2019
Q3 | $255K | Buy |
1,064
+63
| +6% | +$15.1K | 0.06% | 250 |
|
|
2019
Q2 | $282K | Buy |
1,001
+176
| +21% | +$49.7K | 0.07% | 232 |
|
|
2019
Q1 | $237K | Buy |
825
+465
| +129% | +$133K | 0.06% | 258 |
|
|
2018
Q4 | $94.5K | Hold |
360
| – | – | 0.03% | 351 |
|
|
2018
Q3 | $98.7K | Hold |
360
| – | – | 0.02% | 379 |
|
|
2018
Q2 | $85.7K | Hold |
360
| – | – | 0.02% | 407 |
|
|
2018
Q1 | $79.1K | Hold |
360
| – | – | 0.02% | 421 |
|
|
2017
Q4 | $81K | Hold |
360
| – | – | 0.02% | 403 |
|
|
2017
Q3 | $68.4K | Hold |
360
| – | – | 0.02% | 414 |
|
|
2017
Q2 | $67.7K | Hold |
360
| – | – | 0.02% | 373 |
|
|
2017
Q1 | $59.5K | Hold |
360
| – | – | 0.02% | 377 |
|
|
2016
Q4 | $51.8K | Hold |
360
| – | – | 0.02% | 379 |
|
|
2016
Q3 | $45.1K | Buy |
360
+60
| +20% | +$7.52K | 0.02% | 363 |
|
|
2016
Q2 | $39.4K | Hold |
300
| – | – | 0.02% | 376 |
|
|
2016
Q1 | $41.7K | Buy |
+300
| New | +$41.7K | 0.02% | 360 |
|