Aviso 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 | – | Sell |
-688
| Closed | -$299K | – | 147 |
|
|
2025
Q1 | $299K | Sell |
688
-32
| -4% | -$13.9K | 0.16% | 114 |
|
|
2024
Q4 | $266K | Buy |
720
+258
| +56% | +$95.2K | 0.14% | 121 |
|
|
2024
Q3 | $240K | Sell |
462
-104
| -18% | -$54.1K | 0.13% | 131 |
|
|
2024
Q2 | $307K | Sell |
566
-24
| -4% | -$13K | 0.18% | 110 |
|
|
2024
Q1 | $306K | Buy |
590
+55
| +10% | +$28.5K | 0.19% | 110 |
|
|
2023
Q4 | $252K | Buy |
+535
| New | +$252K | 0.18% | 122 |
|