Belpointe Asset 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 | $249K | Sell |
640
-61
| -9% | -$23.7K | 0.01% | 810 |
|
|
2025
Q1 | $305K | Sell |
701
-3,507
| -83% | -$1.53M | 0.02% | 724 |
|
|
2024
Q4 | $2.34M | Buy |
4,208
+861
| +26% | +$480K | 0.14% | 147 |
|
|
2024
Q3 | $1.74M | Sell |
3,347
-444
| -12% | -$231K | 0.1% | 190 |
|
|
2024
Q2 | $2.05M | Buy |
3,791
+2,186
| +136% | +$1.18M | 0.14% | 138 |
|
|
2024
Q1 | $832K | Buy |
1,605
+104
| +7% | +$53.9K | 0.06% | 315 |
|
|
2023
Q4 | $708K | Sell |
1,501
-605
| -29% | -$285K | 0.06% | 283 |
|
|
2023
Q3 | $917K | Buy |
2,106
+306
| +17% | +$133K | 0.1% | 209 |
|
|
2023
Q2 | $800K | Sell |
1,800
-3,768
| -68% | -$1.67M | 0.08% | 223 |
|
|
2023
Q1 | $2.56M | Buy |
5,568
+3,076
| +123% | +$1.41M | 0.14% | 148 |
|
|
2022
Q4 | $1.28M | Sell |
2,492
-918
| -27% | -$471K | 0.08% | 262 |
|
|
2022
Q3 | $1.55M | Buy |
3,410
+2,531
| +288% | +$1.15M | 0.1% | 208 |
|
|
2022
Q2 | $424K | Sell |
879
-369
| -30% | -$178K | 0.03% | 559 |
|
|
2022
Q1 | $613K | Buy |
1,248
+103
| +9% | +$50.6K | 0.04% | 467 |
|
|
2021
Q4 | $531K | Hold |
1,145
| – | – | 0.03% | 497 |
|
|
2021
Q3 | $427K | Sell |
1,145
-29
| -2% | -$10.8K | 0.03% | 555 |
|
|
2021
Q2 | $448K | Buy |
1,174
+17
| +1% | +$6.49K | 0.03% | 533 |
|
|
2021
Q1 | $415K | Buy |
1,157
+176
| +18% | +$63.1K | 0.04% | 491 |
|
|
2020
Q4 | $315K | Sell |
981
-112
| -10% | -$36K | 0.03% | 537 |
|
|
2020
Q3 | $294K | Buy |
1,093
+47
| +4% | +$12.6K | 0.03% | 442 |
|
|
2020
Q2 | $275K | Sell |
1,046
-74
| -7% | -$19.5K | 0.04% | 430 |
|
|
2020
Q1 | $254K | Buy |
1,120
+276
| +33% | +$62.6K | 0.04% | 383 |
|
|
2019
Q4 | $255K | Buy |
844
+22
| +3% | +$6.65K | 0.03% | 476 |
|
|
2019
Q3 | $197K | Sell |
822
-78
| -9% | -$18.7K | 0.03% | 474 |
|
|
2019
Q2 | $254K | Sell |
900
-1,457
| -62% | -$411K | 0.05% | 361 |
|
|
2019
Q1 | $676K | Buy |
2,357
+1,367
| +138% | +$392K | 0.13% | 128 |
|
|
2018
Q4 | $260K | Sell |
990
-288
| -23% | -$75.6K | 0.07% | 298 |
|
|
2018
Q3 | $350K | Sell |
1,278
-49
| -4% | -$13.4K | 0.06% | 327 |
|
|
2018
Q2 | $316K | Hold |
1,327
| – | – | 0.09% | 250 |
|
|
2018
Q1 | $292K | Sell |
1,327
-300
| -18% | -$66K | 0.09% | 258 |
|
|
2017
Q4 | $366K | Hold |
1,627
| – | – | 0.08% | 297 |
|
|
2017
Q3 | $309K | Buy |
+1,627
| New | +$309K | 0.07% | 310 |
|