Berger Financial Group’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 | $5.65M | Buy |
14,523
+275
| +2% | +$107K | 0.37% | 69 |
|
|
2025
Q1 | $6.2M | Buy |
14,248
+13,684
| +2,426% | +$5.95M | 0.43% | 52 |
|
|
2024
Q4 | $208K | Sell |
564
-16
| -3% | -$5.9K | 0.01% | 398 |
|
|
2024
Q3 | $302K | Sell |
580
-49
| -8% | -$25.5K | 0.02% | 304 |
|
|
2024
Q2 | $341K | Buy |
629
+1
| +0.2% | +$542 | 0.03% | 257 |
|
|
2024
Q1 | $326K | Sell |
628
-22
| -3% | -$11.4K | 0.03% | 265 |
|
|
2023
Q4 | $307K | Sell |
650
-34
| -5% | -$16K | 0.03% | 226 |
|
|
2023
Q3 | $298K | Sell |
684
-9
| -1% | -$3.92K | 0.03% | 211 |
|
|
2023
Q2 | $308K | Buy |
693
+7
| +1% | +$3.11K | 0.03% | 210 |
|
|
2023
Q1 | $315K | Sell |
686
-7
| -1% | -$3.22K | 0.04% | 203 |
|
|
2022
Q4 | $356K | Sell |
693
-49
| -7% | -$25.2K | 0.05% | 186 |
|
|
2022
Q3 | $337K | Buy |
742
+108
| +17% | +$49.1K | 0.05% | 172 |
|
|
2022
Q2 | $306K | Buy |
634
+53
| +9% | +$25.6K | 0.04% | 184 |
|
|
2022
Q1 | $285K | Buy |
581
+150
| +35% | +$73.6K | 0.04% | 215 |
|
|
2021
Q4 | $200K | Buy |
+431
| New | +$200K | 0.03% | 252 |
|