Arete Wealth 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 | $233K | Sell |
598
-564
| -49% | -$220K | 0.02% | 645 |
|
|
2025
Q1 | $505K | Buy |
1,162
+336
| +41% | +$146K | 0.04% | 391 |
|
|
2024
Q4 | $305K | Buy |
826
+69
| +9% | +$25.5K | 0.02% | 551 |
|
|
2024
Q3 | $393K | Sell |
757
-557
| -42% | -$289K | 0.03% | 437 |
|
|
2024
Q2 | $711K | Buy |
+1,314
| New | +$711K | 0.06% | 310 |
|
|
2024
Q1 | – | Sell |
-968
| Closed | -$457K | – | 467 |
|
|
2023
Q4 | $457K | Buy |
968
+132
| +16% | +$62.3K | 0.03% | 421 |
|
|
2023
Q3 | $364K | Buy |
836
+250
| +43% | +$109K | 0.06% | 303 |
|
|
2023
Q2 | $260K | Sell |
586
-147
| -20% | -$65.2K | 0.02% | 524 |
|
|
2023
Q1 | $337K | Buy |
733
+1
| +0.1% | +$460 | 0.03% | 445 |
|
|
2022
Q4 | $375M | Sell |
732
-263
| -26% | -$135M | 0.03% | 396 |
|
|
2022
Q3 | $452K | Buy |
995
+297
| +43% | +$135K | 0.04% | 318 |
|
|
2022
Q2 | $337K | Sell |
698
-111
| -14% | -$53.6K | 0.03% | 313 |
|
|
2022
Q1 | $397K | Buy |
+809
| New | +$397K | 0.03% | 334 |
|