Annis Gardner Whiting Capital Advisors’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 | $75.8K | Buy |
195
+25
| +15% | +$9.72K | 0.03% | 349 |
|
|
2025
Q1 | $73.9K | Buy |
170
+5
| +3% | +$2.18K | 0.03% | 310 |
|
|
2024
Q4 | $60.9K | Sell |
165
-124
| -43% | -$45.7K | 0.02% | 327 |
|
|
2024
Q3 | $150K | Sell |
289
-51
| -15% | -$26.5K | 0.04% | 237 |
|
|
2024
Q2 | $184K | Buy |
340
+4
| +1% | +$2.17K | 0.05% | 219 |
|
|
2024
Q1 | $174K | Buy |
336
+129
| +62% | +$67K | 0.06% | 201 |
|
|
2023
Q4 | $97.6K | Buy |
207
+16
| +8% | +$7.55K | 0.04% | 225 |
|
|
2023
Q3 | $83.2K | Buy |
+191
| New | +$83.2K | 0.04% | 232 |
|