Bison Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,785
| Closed | -$2.49M | – | 348 |
|
|
2024
Q3 | $2.49M | Sell |
4,785
-202
| -4% | -$105K | 0.4% | 61 |
|
|
2024
Q2 | $2.59M | Hold |
4,987
| – | – | 0.42% | 61 |
|
|
2024
Q1 | $2.59M | Sell |
4,987
-9
| -0.2% | -$4.67K | 0.42% | 61 |
|
|
2023
Q4 | $2.36M | Sell |
4,996
-550
| -10% | -$259K | 0.42% | 58 |
|
|
2023
Q3 | $2.41M | Sell |
5,546
-704
| -11% | -$307K | 0.47% | 50 |
|
|
2023
Q2 | $2.78M | Buy |
6,250
+410
| +7% | +$182K | 0.52% | 46 |
|
|
2023
Q1 | $2.67M | Sell |
5,840
-44
| -0.7% | -$20.1K | 0.83% | 26 |
|
|
2022
Q4 | $2.88M | Sell |
5,884
-600
| -9% | -$293K | 0.92% | 22 |
|
|
2022
Q3 | $2.95M | Buy |
6,484
+5,786
| +829% | +$2.63M | 1.16% | 12 |
|
|
2022
Q2 | $337K | Buy |
698
+165
| +31% | +$79.7K | 0.19% | 136 |
|
|
2022
Q1 | $262K | Buy |
+533
| New | +$262K | 0.13% | 174 |
|