B. Riley Wealth Advisors’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 | $612K | Buy |
+1,574
| New | +$612K | 0.03% | 451 |
|
|
2024
Q4 | $1.11M | Sell |
3,014
-557
| -16% | -$205K | 0.04% | 422 |
|
|
2024
Q3 | $1.84M | Sell |
3,571
-411
| -10% | -$212K | 0.05% | 337 |
|
|
2024
Q2 | $2.16M | Buy |
3,982
+1,127
| +39% | +$611K | 0.05% | 319 |
|
|
2024
Q1 | $1.24M | Buy |
2,855
+172
| +6% | +$74.9K | 0.03% | 465 |
|
|
2023
Q4 | $1.27M | Sell |
2,683
-172
| -6% | -$81.1K | 0.03% | 462 |
|
|
2023
Q3 | $1.24M | Sell |
2,855
-6,893
| -71% | -$3M | 0.03% | 465 |
|
|
2023
Q2 | $4.33M | Buy |
9,748
+7,619
| +358% | +$3.38M | 0.1% | 209 |
|
|
2023
Q1 | $979K | Buy |
2,129
+197
| +10% | +$90.6K | 0.03% | 546 |
|
|
2022
Q4 | $991K | Buy |
1,932
+169
| +10% | +$86.7K | 0.03% | 536 |
|
|
2022
Q3 | $801K | Buy |
1,763
+287
| +19% | +$130K | 0.02% | 576 |
|
|
2022
Q2 | $712K | Sell |
1,476
-1,033
| -41% | -$498K | 0.03% | 516 |
|
|
2022
Q1 | $1.23M | Buy |
2,509
+191
| +8% | +$93.9K | 0.04% | 417 |
|
|
2021
Q4 | $1.08M | Buy |
2,318
+54
| +2% | +$25K | 0.03% | 506 |
|
|
2021
Q3 | $844K | Buy |
2,264
+52
| +2% | +$19.4K | 0.03% | 578 |
|
|
2021
Q2 | $845K | Sell |
2,212
-293
| -12% | -$112K | 0.03% | 571 |
|
|
2021
Q1 | $899K | Buy |
+2,505
| New | +$899K | 0.03% | 510 |
|
|
2020
Q4 | – | Sell |
-1,484
| Closed | -$399K | – | 1047 |
|
|
2020
Q3 | $399K | Sell |
1,484
-46
| -3% | -$12.4K | 0.02% | 618 |
|
|
2020
Q2 | $403K | Sell |
1,530
-40
| -3% | -$10.5K | 0.03% | 524 |
|
|
2020
Q1 | $357K | Sell |
1,570
-328
| -17% | -$74.6K | 0.03% | 488 |
|
|
2019
Q4 | $574K | Buy |
1,898
+530
| +39% | +$160K | 0.05% | 390 |
|
|
2019
Q3 | $329K | Sell |
1,368
-66
| -5% | -$15.9K | 0.03% | 555 |
|
|
2019
Q2 | $405K | Sell |
1,434
-119
| -8% | -$33.6K | 0.04% | 454 |
|
|
2019
Q1 | $446K | Buy |
+1,553
| New | +$446K | 0.06% | 371 |
|
|
2016
Q1 | – | Sell |
-2,367
| Closed | -$331K | – | 565 |
|
|
2015
Q4 | $331K | Buy |
2,367
+48
| +2% | +$6.71K | 0.07% | 340 |
|
|
2015
Q3 | $325K | Buy |
2,319
+43
| +2% | +$6.03K | 0.08% | 331 |
|
|
2015
Q2 | $374K | Buy |
2,276
+214
| +10% | +$35.2K | 0.09% | 270 |
|
|
2015
Q1 | $318K | Sell |
2,062
-2,297
| -53% | -$354K | 0.08% | 334 |
|
|
2014
Q4 | $2.96K | Buy |
4,359
+2,166
| +99% | +$1.47K | 0.06% | 392 |
|
|
2014
Q3 | $262K | Sell |
2,193
-2,112
| -49% | -$252K | 0.07% | 410 |
|
|
2014
Q2 | $231K | Buy |
4,305
+2,808
| +188% | +$151K | 0.05% | 404 |
|
|
2014
Q1 | $149K | Buy |
+1,497
| New | +$149K | 0.05% | 486 |
|