Barlow Wealth Partners’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 | $6.89M | Buy |
19,670
+17,390
| +763% | +$6.09M | 0.82% | 35 |
|
|
2025
Q1 | $961K | Buy |
2,280
+30
| +1% | +$12.7K | 0.13% | 57 |
|
|
2024
Q4 | $876K | Sell |
2,250
-25,105
| -92% | -$9.77M | 0.11% | 63 |
|
|
2024
Q3 | $13.5M | Buy |
27,355
+369
| +1% | +$182K | 1.76% | 28 |
|
|
2024
Q2 | $13.8M | Buy |
26,986
+759
| +3% | +$389K | 1.91% | 21 |
|
|
2024
Q1 | $13M | Buy |
26,227
+24,050
| +1,105% | +$12M | 1.78% | 22 |
|
|
2023
Q4 | $1.03M | Buy |
+2,177
| New | +$1.03M | 0.15% | 66 |
|