Avidian Wealth Enterprises’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 | $270K | Buy |
693
+98
| +16% | +$38.1K | 0.01% | 458 |
|
|
2025
Q1 | $259K | Hold |
595
| – | – | 0.01% | 447 |
|
|
2024
Q4 | $220K | Sell |
595
-189
| -24% | -$69.7K | 0.01% | 467 |
|
|
2024
Q3 | $408K | Sell |
784
-46
| -6% | -$23.9K | 0.02% | 333 |
|
|
2024
Q2 | $450K | Buy |
830
+206
| +33% | +$112K | 0.02% | 301 |
|
|
2024
Q1 | $323K | Buy |
624
+75
| +14% | +$38.9K | 0.02% | 338 |
|
|
2023
Q4 | $259K | Buy |
549
+19
| +4% | +$8.96K | 0.02% | 365 |
|
|
2023
Q3 | $231K | Buy |
530
+2
| +0.4% | +$871 | 0.02% | 363 |
|
|
2023
Q2 | $235K | Buy |
528
+82
| +18% | +$36.5K | 0.02% | 379 |
|
|
2023
Q1 | $205K | Buy |
446
+2
| +0.5% | +$919 | 0.01% | 449 |
|
|
2022
Q4 | $228K | Buy |
+444
| New | +$228K | 0.01% | 409 |
|
|
2020
Q3 | – | Sell |
-1,302
| Closed | -$342K | – | 278 |
|
|
2020
Q2 | $342K | Sell |
1,302
-865
| -40% | -$227K | 0.05% | 172 |
|
|
2020
Q1 | $492K | Buy |
+2,167
| New | +$492K | 0.08% | 107 |
|