Astoria Portfolio 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 | $272K | Buy |
969
+48
| +5% | +$13.5K | 0.08% | 200 |
|
|
2025
Q1 | $393K | Sell |
921
-245
| -21% | -$105K | 0.13% | 141 |
|
|
2024
Q4 | $459K | Buy |
1,166
+5
| +0.4% | +$1.97K | 0.16% | 116 |
|
|
2024
Q3 | $583K | Buy |
1,161
+271
| +30% | +$136K | 0.2% | 86 |
|
|
2024
Q2 | $482K | Buy |
890
+103
| +13% | +$55.8K | 0.17% | 90 |
|
|
2024
Q1 | $393K | Sell |
787
-37
| -4% | -$18.5K | 0.15% | 100 |
|
|
2023
Q4 | $407K | Buy |
824
+27
| +3% | +$13.3K | 0.17% | 95 |
|
|
2023
Q3 | $358K | Sell |
797
-45
| -5% | -$20.2K | 0.17% | 108 |
|
|
2023
Q2 | $352K | Buy |
842
+114
| +16% | +$47.6K | 0.14% | 129 |
|
|
2023
Q1 | $346K | Buy |
+728
| New | +$346K | 0.15% | 128 |
|