BIA
Benchmark Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $776K | Sell |
1,784
-578
| -24% | -$251K | 0.5% | 49 |
|
|
2024
Q4 | $871K | Sell |
2,362
-92
| -4% | -$33.9K | 0.57% | 43 |
|
|
2024
Q3 | $1.28M | Buy |
2,454
+81
| +3% | +$42.1K | 0.91% | 33 |
|
|
2024
Q2 | $1.29M | Sell |
2,373
-225
| -9% | -$122K | 0.93% | 31 |
|
|
2024
Q1 | $1.35M | Sell |
2,598
-1,472
| -36% | -$763K | 1.06% | 27 |
|
|
2023
Q4 | $1.92M | Sell |
4,070
-63
| -2% | -$29.7K | 1.78% | 17 |
|
|
2023
Q3 | $1.8M | Sell |
4,133
-66
| -2% | -$28.7K | 1.82% | 15 |
|
|
2023
Q2 | $1.87M | Sell |
4,199
-45
| -1% | -$20K | 1.72% | 18 |
|
|
2023
Q1 | $1.95M | Sell |
4,244
-210
| -5% | -$96.6K | 2% | 15 |
|
|
2022
Q4 | $2.28M | Buy |
4,454
+63
| +1% | +$32.3K | 2.41% | 6 |
|
|
2022
Q3 | $2M | Sell |
4,391
-322
| -7% | -$146K | 2.15% | 12 |
|
|
2022
Q2 | $2.27M | Sell |
4,713
-225
| -5% | -$109K | 2.37% | 7 |
|
|
2022
Q1 | $2.43M | Buy |
4,938
+3
| +0.1% | +$1.47K | 1.82% | 9 |
|
|
2021
Q4 | $2.29M | Buy |
+4,935
| New | +$2.29M | 1.89% | 13 |
|