Aptus 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 | $22.1M | Buy |
56,888
+13,223
| +30% | +$5.14M | 0.18% | 104 |
|
|
2025
Q1 | $19M | Buy |
43,665
+40,032
| +1,102% | +$17.4M | 0.2% | 106 |
|
|
2024
Q4 | $1.34M | Sell |
3,633
-27,660
| -88% | -$10.2M | 0.01% | 453 |
|
|
2024
Q3 | $16.3M | Buy |
31,293
+28,756
| +1,133% | +$15M | 0.24% | 97 |
|
|
2024
Q2 | $1.37M | Buy |
2,537
+111
| +5% | +$60.1K | 0.02% | 336 |
|
|
2024
Q1 | $1.26M | Sell |
2,426
-15,333
| -86% | -$7.95M | 0.02% | 352 |
|
|
2023
Q4 | $8.37M | Sell |
17,759
-12
| -0.1% | -$5.66K | 0.23% | 92 |
|
|
2023
Q3 | $7.74M | Sell |
17,771
-5,520
| -24% | -$2.4M | 0.21% | 94 |
|
|
2023
Q2 | $10.3M | Sell |
23,291
-6,927
| -23% | -$3.08M | 0.25% | 77 |
|
|
2023
Q1 | $13.9M | Sell |
30,218
-1,461
| -5% | -$672K | 0.37% | 52 |
|
|
2022
Q4 | $16.3M | Buy |
31,679
+1,895
| +6% | +$972K | 0.5% | 40 |
|
|
2022
Q3 | $13.5M | Buy |
29,784
+3,584
| +14% | +$1.63M | 0.33% | 37 |
|
|
2022
Q2 | $12.6M | Buy |
26,200
+8,272
| +46% | +$3.99M | 0.33% | 36 |
|
|
2022
Q1 | $8.81M | Buy |
17,928
+4,794
| +37% | +$2.35M | 0.22% | 59 |
|
|
2021
Q4 | $6.09M | Buy |
13,134
+1,888
| +17% | +$875K | 0.18% | 67 |
|
|
2021
Q3 | $4.19M | Buy |
11,246
+2,337
| +26% | +$871K | 0.11% | 86 |
|
|
2021
Q2 | $3.4M | Buy |
8,909
+1,199
| +16% | +$458K | 0.1% | 87 |
|
|
2021
Q1 | $2.77M | Buy |
+7,710
| New | +$2.77M | 0.1% | 87 |
|