BFA
Benedict Financial Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
8,365
+86
| +1% | +$33.5K | 0.74% | 47 |
|
|
2025
Q1 | $3.6M | Buy |
8,279
+63
| +0.8% | +$27.4K | 0.83% | 41 |
|
|
2024
Q4 | $3.03M | Sell |
8,216
-34
| -0.4% | -$12.5K | 0.74% | 54 |
|
|
2024
Q3 | $4.29M | Sell |
8,250
-32
| -0.4% | -$16.6K | 1.01% | 33 |
|
|
2024
Q2 | $4.49M | Sell |
8,282
-137
| -2% | -$74.2K | 1.14% | 29 |
|
|
2024
Q1 | $4.37M | Buy |
8,419
+50
| +0.6% | +$25.9K | 1.11% | 30 |
|
|
2023
Q4 | $3.95M | Sell |
8,369
-21
| -0.3% | -$9.9K | 1.08% | 30 |
|
|
2023
Q3 | $3.65M | Sell |
8,390
-75
| -0.9% | -$32.7K | 1.06% | 35 |
|
|
2023
Q2 | $3.76M | Sell |
8,465
-41
| -0.5% | -$18.2K | 1.03% | 34 |
|
|
2023
Q1 | $3.91M | Sell |
8,506
-119
| -1% | -$54.7K | 1.1% | 33 |
|
|
2022
Q4 | $4.42M | Sell |
8,625
-144
| -2% | -$73.9K | 1.31% | 26 |
|
|
2022
Q3 | $3.98M | Sell |
8,769
-57
| -0.6% | -$25.9K | 1.27% | 28 |
|
|
2022
Q2 | $4.26M | Sell |
8,826
-95
| -1% | -$45.8K | 1.26% | 29 |
|
|
2022
Q1 | $4.38M | Sell |
8,921
-47
| -0.5% | -$23.1K | 1.17% | 33 |
|
|
2021
Q4 | $4.16M | Sell |
8,968
-181
| -2% | -$83.9K | 1.08% | 32 |
|
|
2021
Q3 | $3.41M | Sell |
9,149
-32
| -0.3% | -$11.9K | 0.95% | 43 |
|
|
2021
Q2 | $3.51M | Sell |
9,181
-50
| -0.5% | -$19.1K | 0.97% | 41 |
|
|
2021
Q1 | $3.31M | Sell |
9,231
-175
| -2% | -$62.8K | 0.96% | 41 |
|
|
2020
Q4 | $3.02M | Sell |
9,406
-28
| -0.3% | -$8.99K | 1.09% | 35 |
|
|
2020
Q3 | $2.53M | Sell |
9,434
-18
| -0.2% | -$4.84K | 0.98% | 38 |
|
|
2020
Q2 | $2.49M | Sell |
9,452
-30
| -0.3% | -$7.89K | 1.03% | 37 |
|
|
2020
Q1 | $2.15M | Sell |
9,482
-91
| -1% | -$20.7K | 1.01% | 38 |
|
|
2019
Q4 | $2.89M | Sell |
9,573
-160
| -2% | -$48.3K | 1.13% | 35 |
|
|
2019
Q3 | $2.34M | Sell |
9,733
-145
| -1% | -$34.8K | 0.96% | 44 |
|
|
2019
Q2 | $2.79M | Sell |
9,878
-99
| -1% | -$27.9K | 1.16% | 32 |
|
|
2019
Q1 | $2.86M | Sell |
9,977
-436
| -4% | -$125K | 1.24% | 29 |
|
|
2018
Q4 | $2.74M | Sell |
10,413
-562
| -5% | -$148K | 1.35% | 27 |
|
|
2018
Q3 | $3.01M | Sell |
10,975
-438
| -4% | -$120K | 1.35% | 27 |
|
|
2018
Q2 | $2.72M | Sell |
11,413
-120
| -1% | -$28.6K | 1.34% | 28 |
|
|
2018
Q1 | $2.53M | Sell |
11,533
-709
| -6% | -$156K | 1.28% | 29 |
|
|
2017
Q4 | $2.76M | Sell |
12,242
-589
| -5% | -$133K | 1.33% | 29 |
|
|
2017
Q3 | $2.44M | Sell |
12,831
-528
| -4% | -$100K | 1.25% | 33 |
|
|
2017
Q2 | $2.55M | Sell |
13,359
-620
| -4% | -$118K | 1.33% | 32 |
|
|
2017
Q1 | $2.31M | Sell |
13,979
-487
| -3% | -$80.5K | 1.26% | 34 |
|
|
2016
Q4 | $2.08M | Sell |
14,466
-110
| -0.8% | -$15.8K | 1.2% | 35 |
|
|
2016
Q3 | $1.79M | Buy |
14,576
+376
| +3% | +$46.2K | 1.04% | 38 |
|
|
2016
Q2 | $1.87M | Buy |
14,200
+121
| +0.9% | +$15.9K | 1.1% | 39 |
|
|
2016
Q1 | $1.96M | Buy |
14,079
+416
| +3% | +$57.8K | 1.19% | 35 |
|
|
2015
Q4 | $1.91M | Buy |
13,663
+649
| +5% | +$90.5K | 1.21% | 35 |
|
|
2015
Q3 | $1.82M | Buy |
13,014
+1,005
| +8% | +$141K | 1.26% | 33 |
|
|
2015
Q2 | $1.86M | Buy |
12,009
+238
| +2% | +$36.9K | 1.21% | 33 |
|
|
2015
Q1 | $1.81M | Sell |
11,771
-22
| -0.2% | -$3.38K | 1.16% | 33 |
|
|
2014
Q4 | $1.6M | Buy |
+11,793
| New | +$1.6M | 1.05% | 40 |
|