Avestar Capital’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 | $658K | Buy |
1,692
+695
| +70% | +$270K | 0.05% | 250 |
|
|
2025
Q1 | $434K | Buy |
997
+130
| +15% | +$56.5K | 0.04% | 268 |
|
|
2024
Q4 | $320K | Sell |
867
-326
| -27% | -$120K | 0.03% | 339 |
|
|
2024
Q3 | $620K | Buy |
1,193
+55
| +5% | +$28.6K | 0.06% | 213 |
|
|
2024
Q2 | $617K | Buy |
1,138
+140
| +14% | +$75.9K | 0.06% | 196 |
|
|
2024
Q1 | $518K | Buy |
998
+221
| +28% | +$115K | 0.05% | 212 |
|
|
2023
Q4 | $366K | Buy |
777
+233
| +43% | +$110K | 0.04% | 236 |
|
|
2023
Q3 | $237K | Buy |
+544
| New | +$237K | 0.03% | 273 |
|
|
2022
Q2 | – | Sell |
-462
| Closed | -$227K | – | 281 |
|
|
2022
Q1 | $227K | Buy |
+462
| New | +$227K | 0.04% | 315 |
|
|
2019
Q3 | – | Sell |
-27
| Closed | -$5K | – | 366 |
|
|
2019
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 577 |
|
|
2019
Q1 | $5K | Hold |
27
| – | – | ﹤0.01% | 562 |
|
|
2018
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 526 |
|
|
2018
Q3 | $5K | Sell |
27
-20
| -43% | -$3.7K | ﹤0.01% | 542 |
|
|
2018
Q2 | $8K | Buy |
47
+6
| +15% | +$1.02K | 0.01% | 494 |
|
|
2018
Q1 | $8K | Buy |
41
+1
| +3% | +$195 | 0.01% | 459 |
|
|
2017
Q4 | $8K | Buy |
+40
| New | +$8K | 0.01% | 478 |
|