Atria Wealth Solutions’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
$778K Sell
2,036
-3,106
-60% -$1.19M 0.02% 740
2025
Q1
$2.24M Buy
5,142
+111
+2% +$48.3K 0.03% 589
2024
Q4
$1.86M Sell
5,031
-496
-9% -$183K 0.02% 670
2024
Q3
$2.87M Buy
5,527
+136
+3% +$70.7K 0.03% 505
2024
Q2
$2.92M Buy
5,391
+258
+5% +$140K 0.03% 497
2024
Q1
$2.66M Buy
5,133
+205
+4% +$106K 0.03% 538
2023
Q4
$2.32M Buy
4,928
+134
+3% +$63.2K 0.03% 556
2023
Q3
$2.09M Buy
4,794
+365
+8% +$159K 0.03% 546
2023
Q2
$1.97M Buy
4,429
+266
+6% +$118K 0.03% 569
2023
Q1
$1.91M Buy
4,163
+110
+3% +$50.6K 0.03% 553
2022
Q4
$2.08M Buy
4,053
+998
+33% +$512K 0.03% 501
2022
Q3
$1.39M Sell
3,055
-1,820
-37% -$827K 0.02% 604
2022
Q2
$1.58M Buy
4,875
+2,313
+90% +$747K 0.03% 506
2022
Q1
$1.26M Buy
+2,562
New +$1.26M 0.02% 635