Atticus Wealth 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 | $93.5K | Hold |
240
| – | – | 0.03% | 248 |
|
|
2025
Q1 | $104K | Hold |
240
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $88.5K | Sell |
240
-109
| -31% | -$40.2K | 0.03% | 176 |
|
|
2024
Q3 | $182K | Hold |
349
| – | – | 0.06% | 124 |
|
|
2024
Q2 | $189K | Hold |
349
| – | – | 0.06% | 116 |
|
|
2024
Q1 | $181K | Hold |
349
| – | – | 0.06% | 124 |
|
|
2023
Q4 | $164K | Sell |
349
-30
| -8% | -$14.1K | 0.06% | 128 |
|
|
2023
Q3 | $165K | Sell |
379
-6
| -2% | -$2.61K | 0.06% | 141 |
|
|
2023
Q2 | $171K | Sell |
385
-121
| -24% | -$53.7K | 0.06% | 144 |
|
|
2023
Q1 | $233K | Sell |
506
-32
| -6% | -$14.7K | 0.09% | 119 |
|
|
2022
Q4 | $276K | Sell |
538
-194
| -27% | -$99.4K | 0.11% | 104 |
|
|
2022
Q3 | $353K | Hold |
732
| – | – | 0.17% | 80 |
|
|
2022
Q2 | $353K | Buy |
732
+448
| +158% | +$216K | 0.15% | 94 |
|
|
2022
Q1 | $139K | Buy |
284
+18
| +7% | +$8.81K | 0.05% | 170 |
|
|
2021
Q4 | $123K | Hold |
266
| – | – | 0.05% | 150 |
|
|
2021
Q3 | $99K | Buy |
266
+1
| +0.4% | +$372 | 0.04% | 167 |
|
|
2021
Q2 | $101K | Hold |
265
| – | – | 0.04% | 169 |
|
|
2021
Q1 | $95K | Hold |
265
| – | – | 0.05% | 161 |
|
|
2020
Q4 | $85K | Hold |
265
| – | – | 0.04% | 166 |
|
|
2020
Q3 | $71K | Hold |
265
| – | – | 0.04% | 157 |
|
|
2020
Q2 | $70K | Hold |
265
| – | – | 0.05% | 149 |
|
|
2020
Q1 | $60K | Buy |
265
+12
| +5% | +$2.72K | 0.05% | 159 |
|
|
2019
Q4 | $76K | Buy |
+253
| New | +$76K | 0.05% | 147 |
|