Bank Julius Baer & Co’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 | $59M | Buy |
151,724
+9,942
| +7% | +$3.87M | 0.18% | 103 |
|
|
2025
Q1 | $61.5M | Buy |
141,782
+9,817
| +7% | +$4.26M | 0.2% | 100 |
|
|
2024
Q4 | $51.9M | Buy |
131,965
+8,333
| +7% | +$3.27M | 0.16% | 106 |
|
|
2024
Q3 | $71.6M | Sell |
123,632
-1,654
| -1% | -$958K | 0.24% | 79 |
|
|
2024
Q2 | $72.8M | Sell |
125,286
-5,707
| -4% | -$3.31M | 0.28% | 74 |
|
|
2024
Q1 | $68M | Buy |
130,993
+1,300
| +1% | +$675K | 0.26% | 83 |
|
|
2023
Q4 | $61.2M | Buy |
129,693
+43,102
| +50% | +$20.3M | 0.26% | 86 |
|
|
2023
Q3 | $37.7M | Buy |
86,591
+3,115
| +4% | +$1.36M | 0.22% | 87 |
|
|
2023
Q2 | $37.1M | Sell |
83,476
-2,051
| -2% | -$911K | 0.22% | 89 |
|
|
2023
Q1 | $39.3M | Buy |
85,527
+1,309
| +2% | +$602K | 0.25% | 91 |
|
|
2022
Q4 | $43.2M | Buy |
84,218
+1,668
| +2% | +$856K | 0.3% | 79 |
|
|
2022
Q3 | $37.5M | Sell |
82,550
-100
| -0.1% | -$45.4K | 0.28% | 79 |
|
|
2022
Q2 | $39.9M | Buy |
82,650
+6,075
| +8% | +$2.93M | 0.28% | 73 |
|
|
2022
Q1 | $37.6M | Buy |
76,575
+2,231
| +3% | +$1.1M | 0.23% | 78 |
|
|
2021
Q4 | $34.5M | Sell |
74,344
-1,087
| -1% | -$504K | 0.18% | 92 |
|
|
2021
Q3 | $28.1M | Buy |
75,431
+1,848
| +3% | +$689K | 0.17% | 98 |
|
|
2021
Q2 | $28.1M | Buy |
73,583
+4,004
| +6% | +$1.53M | 0.18% | 102 |
|
|
2021
Q1 | $25M | Buy |
69,579
+461
| +0.7% | +$165K | 0.19% | 101 |
|
|
2020
Q4 | $22.2M | Buy |
69,118
+68,388
| +9,368% | +$22M | 0.18% | 95 |
|
|
2020
Q3 | $196K | Sell |
730
-1,320
| -64% | -$354K | ﹤0.01% | 514 |
|
|
2020
Q2 | $539K | Sell |
2,050
-303
| -13% | -$79.7K | 0.01% | 353 |
|
|
2020
Q1 | $534K | Buy |
+2,353
| New | +$534K | 0.01% | 306 |
|