Avantax Advisory Services’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 | $7.68M | Buy |
19,752
+1,694
| +9% | +$659K | 0.04% | 329 |
|
|
2025
Q1 | $7.85M | Buy |
18,058
+2,332
| +15% | +$1.01M | 0.05% | 303 |
|
|
2024
Q4 | $5.8M | Sell |
15,726
-2,172
| -12% | -$801K | 0.04% | 354 |
|
|
2024
Q3 | $9.31M | Buy |
17,898
+1,576
| +10% | +$820K | 0.06% | 233 |
|
|
2024
Q2 | $8.84M | Buy |
16,322
+10,659
| +188% | +$5.78M | 0.06% | 228 |
|
|
2024
Q1 | $2.94M | Buy |
5,663
+101
| +2% | +$52.4K | 0.03% | 436 |
|
|
2023
Q4 | $2.62M | Buy |
5,562
+742
| +15% | +$350K | 0.03% | 432 |
|
|
2023
Q3 | $2.1M | Sell |
4,820
-707
| -13% | -$308K | 0.02% | 445 |
|
|
2023
Q2 | $2.46M | Buy |
5,527
+83
| +2% | +$36.9K | 0.03% | 398 |
|
|
2023
Q1 | $2.5M | Buy |
5,444
+187
| +4% | +$86K | 0.03% | 376 |
|
|
2022
Q4 | $2.7M | Sell |
5,257
-2
| -0% | -$1.03K | 0.04% | 352 |
|
|
2022
Q3 | $2.39M | Sell |
5,259
-99
| -2% | -$45K | 0.04% | 344 |
|
|
2022
Q2 | $2.59M | Buy |
5,358
+591
| +12% | +$285K | 0.04% | 327 |
|
|
2022
Q1 | $2.32M | Buy |
4,767
+259
| +6% | +$126K | 0.03% | 348 |
|
|
2021
Q4 | $2.09M | Buy |
4,508
+319
| +8% | +$148K | 0.03% | 361 |
|
|
2021
Q3 | $1.56M | Buy |
4,189
+2,451
| +141% | +$914K | 0.03% | 388 |
|
|
2021
Q2 | $665K | Buy |
1,738
+223
| +15% | +$85.3K | 0.01% | 595 |
|
|
2021
Q1 | $544K | Sell |
1,515
-1,158
| -43% | -$416K | 0.01% | 595 |
|
|
2020
Q4 | $856K | Sell |
2,673
-2,761
| -51% | -$884K | 0.02% | 408 |
|
|
2020
Q3 | $1.46M | Buy |
5,434
+4,269
| +366% | +$1.15M | 0.02% | 425 |
|
|
2020
Q2 | $309K | Sell |
1,165
-91
| -7% | -$24.1K | 0.01% | 624 |
|
|
2020
Q1 | $283K | Buy |
1,256
+379
| +43% | +$85.4K | 0.01% | 599 |
|
|
2019
Q4 | $268K | Buy |
+877
| New | +$268K | 0.01% | 662 |
|