AXS Investments’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 |
-681
| Closed | -$296K | – | 171 |
|
|
2025
Q1 | $296K | Buy |
681
+51
| +8% | +$22.2K | 0.08% | 196 |
|
|
2024
Q4 | $232K | Sell |
630
-70
| -10% | -$25.8K | 0.06% | 214 |
|
|
2024
Q3 | $364K | Buy |
700
+11
| +2% | +$5.72K | 0.1% | 208 |
|
|
2024
Q2 | $373K | Sell |
689
-143
| -17% | -$77.5K | 0.1% | 206 |
|
|
2024
Q1 | $431K | Buy |
832
+108
| +15% | +$56K | 0.1% | 230 |
|
|
2023
Q4 | $341K | Sell |
724
-51
| -7% | -$24.1K | 0.08% | 250 |
|
|
2023
Q3 | $337K | Sell |
775
-140
| -15% | -$61K | 0.09% | 234 |
|
|
2023
Q2 | $407K | Sell |
915
-37
| -4% | -$16.4K | 0.11% | 225 |
|
|
2023
Q1 | $438K | Sell |
952
-119
| -11% | -$54.7K | 0.14% | 182 |
|
|
2022
Q4 | $549K | Buy |
1,071
+1
| +0.1% | +$513 | 0.2% | 159 |
|
|
2022
Q3 | $486K | Sell |
1,070
-224
| -17% | -$102K | 0.19% | 164 |
|
|
2022
Q2 | $624K | Sell |
1,294
-291
| -18% | -$140K | 0.22% | 159 |
|
|
2022
Q1 | $779K | Sell |
1,585
-454
| -22% | -$223K | 0.31% | 70 |
|
|
2021
Q4 | $945K | Buy |
+2,039
| New | +$945K | 0.22% | 80 |
|
|
2021
Q3 | – | Sell |
-2,398
| Closed | -$916K | – | 143 |
|
|
2021
Q2 | $916K | Sell |
2,398
-657
| -22% | -$251K | 0.28% | 81 |
|
|
2021
Q1 | $1.1M | Buy |
+3,055
| New | +$1.1M | 0.39% | 64 |
|