Beaird Harris Wealth Management’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 | $17K | Buy |
44
+4
| +10% | +$1.55K | ﹤0.01% | 341 |
|
|
2025
Q1 | $17.4K | Hold |
40
| – | – | ﹤0.01% | 320 |
|
|
2024
Q4 | $14.8K | Sell |
40
-18
| -31% | -$6.64K | ﹤0.01% | 324 |
|
|
2024
Q3 | $30.2K | Hold |
58
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $31.5K | Hold |
58
| – | – | ﹤0.01% | 261 |
|
|
2024
Q1 | $30.1K | Sell |
58
-10
| -15% | -$5.19K | ﹤0.01% | 241 |
|
|
2023
Q4 | $32.1K | Buy |
+68
| New | +$32.1K | ﹤0.01% | 216 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$20.5K | – | 558 |
|
|
2022
Q4 | $20.5K | Buy |
+40
| New | +$20.5K | ﹤0.01% | 252 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$16K | – | 466 |
|
|
2022
Q1 | $16K | Buy |
+33
| New | +$16K | 0.01% | 272 |
|