Aspen Investment 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 | $445K | Buy |
1,143
+95
| +9% | +$37K | 0.19% | 113 |
|
|
2025
Q1 | $456K | Buy |
1,048
+27
| +3% | +$11.7K | 0.21% | 104 |
|
|
2024
Q4 | $377K | Hold |
1,021
| – | – | 0.18% | 111 |
|
|
2024
Q3 | $531K | Buy |
1,021
+17
| +2% | +$8.84K | 0.25% | 95 |
|
|
2024
Q2 | $544K | Buy |
1,004
+42
| +4% | +$22.8K | 0.27% | 94 |
|
|
2024
Q1 | $499K | Buy |
962
+27
| +3% | +$14K | 0.25% | 101 |
|
|
2023
Q4 | $441K | Buy |
+935
| New | +$441K | 0.25% | 96 |
|
|
2023
Q1 | – | Sell |
-446
| Closed | -$229K | – | 132 |
|
|
2022
Q4 | $229K | Sell |
446
-108
| -19% | -$55.5K | 0.15% | 118 |
|
|
2022
Q3 | $252K | Buy |
+554
| New | +$252K | 0.17% | 118 |
|