Austin Private Wealth’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 | $706K | Sell |
1,816
-180
| -9% | -$70K | 0.06% | 136 |
|
|
2025
Q1 | $868K | Hold |
1,996
| – | – | 0.08% | 113 |
|
|
2024
Q4 | $736K | Buy |
1,996
+29
| +1% | +$10.7K | 0.07% | 113 |
|
|
2024
Q3 | $1.02M | Hold |
1,967
| – | – | 0.1% | 78 |
|
|
2024
Q2 | $1.07M | Buy |
1,967
+1
| +0.1% | +$542 | 0.11% | 74 |
|
|
2024
Q1 | $995K | Buy |
1,966
+1
| +0.1% | +$506 | 0.11% | 74 |
|
|
2023
Q4 | $927K | Buy |
+1,965
| New | +$927K | 0.12% | 69 |
|