Beacon Financial Group’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 | $472K | Hold |
1,212
| – | – | 0.05% | 230 |
|
|
2025
Q1 | $527K | Sell |
1,212
-217
| -15% | -$94.4K | 0.06% | 214 |
|
|
2024
Q4 | $527K | Sell |
1,429
-144
| -9% | -$53.1K | 0.06% | 217 |
|
|
2024
Q3 | $818K | Sell |
1,573
-1
| -0.1% | -$520 | 0.09% | 173 |
|
|
2024
Q2 | $853K | Sell |
1,574
-73
| -4% | -$39.5K | 0.1% | 170 |
|
|
2024
Q1 | $854K | Sell |
1,647
-68
| -4% | -$35.3K | 0.1% | 170 |
|
|
2023
Q4 | $809K | Buy |
+1,715
| New | +$809K | 0.1% | 163 |
|
|
2022
Q4 | – | Sell |
-2,023
| Closed | -$924K | – | 231 |
|
|
2022
Q3 | $924K | Buy |
2,023
+2
| +0.1% | +$913 | 0.14% | 139 |
|
|
2022
Q2 | $946K | Sell |
2,021
-89
| -4% | -$41.7K | 0.14% | 143 |
|
|
2022
Q1 | $1.06M | Sell |
2,110
-44
| -2% | -$22.1K | 0.14% | 140 |
|
|
2021
Q4 | $1M | Buy |
2,154
+149
| +7% | +$69.2K | 0.13% | 144 |
|
|
2021
Q3 | $779K | Buy |
2,005
+212
| +12% | +$82.4K | 0.1% | 154 |
|
|
2021
Q2 | $699K | Buy |
1,793
+145
| +9% | +$56.5K | 0.1% | 156 |
|
|
2021
Q1 | $541K | Hold |
1,648
| – | – | 0.08% | 161 |
|
|
2020
Q4 | $541K | Buy |
1,648
+137
| +9% | +$45K | 0.08% | 164 |
|
|
2020
Q3 | $406K | Buy |
1,511
+148
| +11% | +$39.8K | 0.07% | 162 |
|
|
2020
Q2 | $353K | Sell |
1,363
-1
| -0.1% | -$259 | 0.07% | 166 |
|
|
2020
Q1 | $315K | Sell |
1,364
-76
| -5% | -$17.6K | 0.07% | 151 |
|
|
2019
Q4 | $435K | Sell |
1,440
-35
| -2% | -$10.6K | 0.05% | 161 |
|
|
2019
Q3 | $351K | Buy |
1,475
+20
| +1% | +$4.76K | 0.06% | 161 |
|
|
2019
Q2 | $411K | Buy |
+1,455
| New | +$411K | 0.07% | 154 |
|