Bell Investment Advisors’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 | $396K | Buy |
1,019
+29
| +3% | +$11.3K | 0.07% | 87 |
|
|
2025
Q1 | $430K | Buy |
990
+36
| +4% | +$15.7K | 0.08% | 72 |
|
|
2024
Q4 | $352K | Sell |
954
-75
| -7% | -$27.7K | 0.07% | 80 |
|
|
2024
Q3 | $535K | Hold |
1,029
| – | – | 0.1% | 66 |
|
|
2024
Q2 | $557K | Buy |
1,029
+26
| +3% | +$14.1K | 0.11% | 62 |
|
|
2024
Q1 | $520K | Buy |
1,003
+14
| +1% | +$7.26K | 0.1% | 64 |
|
|
2023
Q4 | $466K | Buy |
989
+20
| +2% | +$9.43K | 0.1% | 62 |
|
|
2023
Q3 | $422K | Buy |
969
+7
| +0.7% | +$3.05K | 0.09% | 64 |
|
|
2023
Q2 | $427K | Buy |
962
+8
| +0.8% | +$3.55K | 0.09% | 60 |
|
|
2023
Q1 | $439K | Sell |
954
-12
| -1% | -$5.52K | 0.1% | 59 |
|
|
2022
Q4 | $495K | Buy |
966
+820
| +562% | +$421K | 0.12% | 53 |
|
|
2022
Q3 | $66K | Buy |
146
+14
| +11% | +$6.33K | 0.02% | 106 |
|
|
2022
Q2 | $64K | Buy |
+132
| New | +$64K | 0.02% | 112 |
|
|
2021
Q4 | $59K | Buy |
128
+28
| +28% | +$12.9K | 0.02% | 140 |
|
|
2021
Q3 | $37K | Buy |
+100
| New | +$37K | 0.01% | 177 |
|