Avalon Trust’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 | $136K | Hold |
350
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $152K | Hold |
350
| – | – | 0.01% | 152 |
|
|
2024
Q4 | $129K | Hold |
350
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $182K | Sell |
350
-50
| -13% | -$26K | 0.01% | 126 |
|
|
2024
Q2 | $217K | Hold |
400
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $207K | Hold |
400
| – | – | 0.02% | 129 |
|
|
2023
Q4 | $189K | Hold |
400
| – | – | 0.02% | 125 |
|
|
2023
Q3 | $174K | Hold |
400
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $178K | Hold |
400
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $184K | Buy |
+400
| New | +$184K | 0.02% | 123 |
|