Apella Capital’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 | $668K | Sell |
1,924
-2
| -0.1% | -$694 | 0.02% | 262 |
|
|
2025
Q1 | $839K | Buy |
1,926
+16
| +0.8% | +$6.97K | 0.03% | 205 |
|
|
2024
Q4 | $704K | Sell |
1,910
-26
| -1% | -$9.59K | 0.03% | 197 |
|
|
2024
Q3 | $978K | Buy |
1,936
+8
| +0.4% | +$4.04K | 0.04% | 151 |
|
|
2024
Q2 | $1.02M | Buy |
1,928
+587
| +44% | +$311K | 0.05% | 145 |
|
|
2024
Q1 | $690K | Hold |
1,341
| – | – | 0.03% | 167 |
|
|
2023
Q4 | $650K | Buy |
1,341
+3
| +0.2% | +$1.46K | 0.04% | 168 |
|
|
2023
Q3 | $583K | Sell |
1,338
-18
| -1% | -$7.84K | 0.04% | 160 |
|
|
2023
Q2 | $602K | Buy |
+1,356
| New | +$602K | 0.04% | 161 |
|
|
2022
Q2 | – | Sell |
-676
| Closed | -$332K | – | 221 |
|
|
2022
Q1 | $332K | Buy |
+676
| New | +$332K | 0.05% | 158 |
|