Arax Advisory Partners’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 | $613K | Buy |
1,481
+45
| +3% | +$18.6K | 0.03% | 347 |
|
|
2025
Q1 | $625K | Buy |
1,436
+379
| +36% | +$165K | 0.04% | 257 |
|
|
2024
Q4 | $390K | Sell |
1,057
-204
| -16% | -$75.2K | 0.02% | 343 |
|
|
2024
Q3 | $655K | Buy |
1,261
+15
| +1% | +$7.8K | 0.06% | 158 |
|
|
2024
Q2 | $675K | Buy |
1,246
+101
| +9% | +$54.7K | 0.07% | 147 |
|
|
2024
Q1 | $594K | Buy |
1,145
+65
| +6% | +$33.7K | 0.06% | 145 |
|
|
2023
Q4 | $509K | Buy |
1,080
+322
| +42% | +$152K | 0.06% | 146 |
|
|
2023
Q3 | $330K | Sell |
758
-43
| -5% | -$18.7K | 0.04% | 196 |
|
|
2023
Q2 | $356K | Buy |
801
+98
| +14% | +$43.5K | 0.05% | 166 |
|
|
2023
Q1 | $323K | Buy |
703
+47
| +7% | +$21.6K | 0.04% | 171 |
|
|
2022
Q4 | $337K | Buy |
656
+50
| +8% | +$25.7K | 0.05% | 160 |
|
|
2022
Q3 | $275K | Buy |
606
+120
| +25% | +$54.5K | 0.04% | 164 |
|
|
2022
Q2 | $234K | Buy |
486
+26
| +6% | +$12.5K | 0.04% | 200 |
|
|
2022
Q1 | $226K | Buy |
+460
| New | +$226K | 0.03% | 223 |
|
|
2018
Q3 | – | Sell |
-485
| Closed | -$115K | – | 652 |
|
|
2018
Q2 | $115K | Buy |
485
+3
| +0.6% | +$711 | 0.05% | 141 |
|
|
2018
Q1 | $105K | Buy |
482
+11
| +2% | +$2.4K | 0.05% | 130 |
|
|
2017
Q4 | $105K | Buy |
471
+5
| +1% | +$1.12K | 0.05% | 145 |
|
|
2017
Q3 | $88K | Sell |
466
-117
| -20% | -$22.1K | 0.04% | 158 |
|
|
2017
Q2 | $110K | Buy |
583
+180
| +45% | +$34K | 0.05% | 144 |
|
|
2017
Q1 | $66K | Buy |
403
+180
| +81% | +$29.5K | 0.03% | 170 |
|
|
2016
Q4 | $32K | Buy |
+223
| New | +$32K | 0.02% | 212 |
|