Arista Wealth Management’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 | $537K | Buy |
+1,380
| New | +$537K | 0.07% | 140 |
|
2024
Q3 | – | Sell |
-858
| Closed | -$465K | – | 72 |
|
2024
Q2 | $465K | Buy |
+858
| New | +$465K | 0.12% | 42 |
|
2024
Q1 | – | Sell |
-858
| Closed | -$405K | – | 39 |
|
2023
Q4 | $405K | Hold |
858
| – | – | 0.15% | 33 |
|
2023
Q3 | $374K | Hold |
858
| – | – | 0.15% | 36 |
|
2023
Q2 | $381K | Hold |
858
| – | – | 0.16% | 37 |
|
2023
Q1 | $395K | Hold |
858
| – | – | 0.22% | 40 |
|
2022
Q4 | $440K | Buy |
+858
| New | +$440K | 0.28% | 34 |
|