Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,674
| Closed | -$2.43M | – | 195 |
|
|
2024
Q3 | $2.43M | Buy |
4,674
+67
| +1% | +$34.8K | 0.34% | 78 |
|
|
2024
Q2 | $2.5M | Buy |
4,607
+5
| +0.1% | +$2.71K | 0.37% | 68 |
|
|
2024
Q1 | $2.39M | Buy |
4,602
+71
| +2% | +$36.8K | 0.36% | 73 |
|
|
2023
Q4 | $2.14M | Buy |
+4,531
| New | +$2.14M | 0.36% | 81 |
|
|
2022
Q3 | – | Sell |
-4,904
| Closed | -$2.37M | – | 193 |
|
|
2022
Q2 | $2.37M | Buy |
+4,904
| New | +$2.37M | 0.52% | 59 |
|