APWA
Atlas Private Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
1,316
-16
| -1% | -$6.23K | 0.07% | 119 |
|
|
2025
Q1 | $580K | Buy |
1,332
+18
| +1% | +$7.83K | 0.08% | 102 |
|
|
2024
Q4 | $485K | Sell |
1,314
-94
| -7% | -$34.7K | 0.07% | 104 |
|
|
2024
Q3 | $732K | Buy |
1,408
+4
| +0.3% | +$2.08K | 0.11% | 80 |
|
|
2024
Q2 | $761K | Buy |
1,404
+704
| +101% | +$381K | 0.12% | 75 |
|
|
2024
Q1 | $363K | Sell |
700
-696
| -50% | -$361K | 0.12% | 76 |
|
|
2023
Q4 | $658K | Buy |
1,396
+6
| +0.4% | +$2.83K | 0.12% | 70 |
|
|
2023
Q3 | $606K | Sell |
1,390
-96
| -6% | -$41.8K | 0.11% | 95 |
|
|
2023
Q2 | $660K | Buy |
1,486
+720
| +94% | +$320K | 0.13% | 96 |
|
|
2023
Q1 | $352K | Buy |
766
+3
| +0.4% | +$1.38K | 0.16% | 96 |
|
|
2022
Q4 | $391K | Hold |
763
| – | – | 0.21% | 89 |
|
|
2022
Q3 | $347K | Buy |
763
+2
| +0.3% | +$910 | 0.21% | 92 |
|
|
2022
Q2 | $367K | Buy |
761
+11
| +1% | +$5.31K | 0.22% | 92 |
|
|
2022
Q1 | $368K | Sell |
750
-42
| -5% | -$20.6K | 0.16% | 95 |
|
|
2021
Q4 | $367K | Hold |
792
| – | – | 0.17% | 104 |
|
|
2021
Q3 | $295K | Hold |
792
| – | – | 0.15% | 114 |
|
|
2021
Q2 | $302K | Buy |
792
+748
| +1,700% | +$285K | 0.16% | 99 |
|
|
2021
Q1 | $16K | Hold |
44
| – | – | 0.01% | 416 |
|
|
2020
Q4 | $14K | Hold |
44
| – | – | 0.01% | 386 |
|
|
2020
Q3 | $12K | Hold |
44
| – | – | 0.01% | 368 |
|
|
2020
Q2 | $12K | Buy |
+44
| New | +$12K | 0.01% | 378 |
|