Arkadios Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
3,021
+1,089
| +56% | +$424K | 0.03% | 505 |
|
|
2025
Q1 | $840K | Buy |
1,932
+825
| +75% | +$359K | 0.03% | 520 |
|
|
2024
Q4 | $408K | Buy |
1,107
+114
| +11% | +$42K | 0.02% | 628 |
|
|
2024
Q3 | $516K | Buy |
993
+125
| +14% | +$65K | 0.03% | 529 |
|
|
2024
Q2 | $471K | Buy |
868
+181
| +26% | +$98.1K | 0.03% | 482 |
|
|
2024
Q1 | $356K | Buy |
687
+10
| +1% | +$5.18K | 0.03% | 482 |
|
|
2023
Q4 | $319K | Buy |
677
+39
| +6% | +$18.4K | 0.03% | 503 |
|
|
2023
Q3 | $278K | Buy |
638
+7
| +1% | +$3.05K | 0.03% | 511 |
|
|
2023
Q2 | $280K | Sell |
631
-188
| -23% | -$83.6K | 0.03% | 465 |
|
|
2023
Q1 | $377K | Sell |
819
-439
| -35% | -$202K | 0.04% | 370 |
|
|
2022
Q4 | $645K | Buy |
1,258
+125
| +11% | +$64.1K | 0.09% | 245 |
|
|
2022
Q3 | $515K | Buy |
1,133
+667
| +143% | +$303K | 0.08% | 266 |
|
|
2022
Q2 | $225K | Buy |
466
+40
| +9% | +$19.3K | 0.03% | 473 |
|
|
2022
Q1 | $209K | Sell |
426
-22
| -5% | -$10.8K | 0.03% | 523 |
|
|
2021
Q4 | $208K | Buy |
448
+9
| +2% | +$4.18K | 0.03% | 539 |
|
|
2021
Q3 | $163K | Buy |
439
+9
| +2% | +$3.34K | 0.02% | 557 |
|
|
2021
Q2 | $164K | Buy |
430
+124
| +41% | +$47.3K | 0.02% | 588 |
|
|
2021
Q1 | $109K | Hold |
306
| – | – | 0.02% | 522 |
|
|
2020
Q4 | $98K | Sell |
306
-1
| -0.3% | -$320 | 0.02% | 445 |
|
|
2020
Q3 | $91.1K | Sell |
307
-3
| -1% | -$891 | 0.05% | 310 |
|
|
2020
Q2 | $81.7K | Sell |
310
-4
| -1% | -$1.05K | 0.05% | 289 |
|
|
2020
Q1 | $71.3K | Buy |
314
+2
| +0.6% | +$454 | 0.05% | 286 |
|
|
2019
Q4 | $93.2K | Buy |
+312
| New | +$93.2K | 0.06% | 239 |
|