BFC
Bedel Financial Consulting’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
2,031
| – | – | 0.11% | 109 |
|
|
2025
Q1 | $841K | Buy |
2,031
+435
| +27% | +$180K | 0.12% | 99 |
|
|
2024
Q4 | $642K | Buy |
1,596
+334
| +26% | +$134K | 0.09% | 128 |
|
|
2024
Q3 | $656K | Sell |
1,262
-66
| -5% | -$34.3K | 0.09% | 120 |
|
|
2024
Q2 | $720K | Buy |
1,328
+81
| +6% | +$43.9K | 0.11% | 101 |
|
|
2024
Q1 | $647K | Buy |
1,247
+20
| +2% | +$10.4K | 0.1% | 113 |
|
|
2023
Q4 | $579K | Hold |
1,227
| – | – | 0.11% | 115 |
|
|
2023
Q3 | $534K | Hold |
1,227
| – | – | 0.11% | 116 |
|
|
2023
Q2 | $545K | Hold |
1,227
| – | – | 0.11% | 112 |
|
|
2023
Q1 | $564K | Hold |
1,227
| – | – | 0.14% | 102 |
|
|
2022
Q4 | $629K | Hold |
1,227
| – | – | 0.16% | 86 |
|
|
2022
Q3 | $648K | Hold |
1,227
| – | – | 0.17% | 82 |
|
|
2022
Q2 | $592K | Buy |
1,227
+118
| +11% | +$56.9K | 0.17% | 80 |
|
|
2022
Q1 | $545K | Sell |
1,109
-7
| -0.6% | -$3.44K | 0.17% | 80 |
|
|
2021
Q4 | $517K | Buy |
1,116
+7
| +0.6% | +$3.24K | 0.16% | 91 |
|
|
2021
Q3 | $413K | Hold |
1,109
| – | – | 0.14% | 112 |
|
|
2021
Q2 | $423K | Hold |
1,109
| – | – | 0.15% | 107 |
|
|
2021
Q1 | $398K | Hold |
1,109
| – | – | 0.15% | 106 |
|
|
2020
Q4 | $356K | Hold |
1,109
| – | – | 0.16% | 97 |
|
|
2020
Q3 | $298K | Hold |
1,109
| – | – | 0.15% | 99 |
|
|
2020
Q2 | $292K | Hold |
1,109
| – | – | 0.16% | 94 |
|
|
2020
Q1 | $252K | Buy |
1,109
+39
| +4% | +$8.86K | 0.17% | 90 |
|
|
2019
Q4 | $323K | Hold |
1,070
| – | – | 0.18% | 99 |
|
|
2019
Q3 | $257K | Hold |
1,070
| – | – | 0.15% | 114 |
|
|
2019
Q2 | $302K | Hold |
1,070
| – | – | 0.18% | 101 |
|
|
2019
Q1 | $307K | Hold |
1,070
| – | – | 0.2% | 94 |
|
|
2018
Q4 | $281K | Buy |
1,070
+238
| +29% | +$62.5K | 0.2% | 91 |
|
|
2018
Q3 | $231K | Hold |
832
| – | – | 0.15% | 121 |
|
|
2018
Q2 | $198K | Sell |
832
-15
| -2% | -$3.57K | 0.15% | 137 |
|
|
2018
Q1 | $186K | Buy |
+847
| New | +$186K | 0.14% | 141 |
|