Avior Wealth Management’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 | $510K | Sell |
1,311
-1
| -0.1% | -$389 | 0.02% | 421 |
|
|
2025
Q1 | $571K | Buy |
1,312
+12
| +0.9% | +$5.22K | 0.02% | 371 |
|
|
2024
Q4 | $480K | Buy |
1,300
+122
| +10% | +$45K | 0.02% | 458 |
|
|
2024
Q3 | $613K | Buy |
1,178
+6
| +0.5% | +$3.12K | 0.02% | 404 |
|
|
2024
Q2 | $635K | Sell |
1,172
-217
| -16% | -$118K | 0.03% | 373 |
|
|
2024
Q1 | $721K | Buy |
1,389
+786
| +130% | +$408K | 0.03% | 360 |
|
|
2023
Q4 | $285K | Sell |
603
-4
| -0.7% | -$1.89K | 0.02% | 462 |
|
|
2023
Q3 | $264K | Buy |
607
+67
| +12% | +$29.2K | 0.02% | 470 |
|
|
2023
Q2 | $240K | Hold |
540
| – | – | 0.02% | 492 |
|
|
2023
Q1 | $248K | Buy |
540
+32
| +6% | +$14.7K | 0.02% | 489 |
|
|
2022
Q4 | $261K | Hold |
508
| – | – | 0.02% | 427 |
|
|
2022
Q3 | $230K | Buy |
508
+500
| +6,250% | +$226K | 0.02% | 433 |
|
|
2022
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 907 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 935 |
|
|
2021
Q3 | $2K | Buy |
8
+1
| +14% | +$250 | ﹤0.01% | 936 |
|
|
2021
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 907 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 871 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 840 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 715 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 713 |
|
|
2019
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 723 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$1K | – | 804 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 725 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 729 |
|