Bogart Wealth LLC’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 | $38.1K | Sell |
98
-4
| -4% | -$1.56K | ﹤0.01% | 496 |
|
|
2025
Q1 | $44.4K | Buy |
102
+5
| +5% | +$2.18K | ﹤0.01% | 439 |
|
|
2024
Q4 | $35.8K | Hold |
97
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $50.4K | Sell |
97
-2
| -2% | -$1.04K | ﹤0.01% | 412 |
|
|
2024
Q2 | $53.6K | Hold |
99
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $51.3K | Buy |
99
+70
| +241% | +$36.3K | ﹤0.01% | 378 |
|
|
2023
Q4 | $13.7K | Hold |
29
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $12.6K | Hold |
29
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $12.9K | Hold |
29
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $13.3K | Sell |
29
-23
| -44% | -$10.6K | ﹤0.01% | 539 |
|
|
2022
Q4 | $26.7K | Buy |
52
+23
| +79% | +$11.8K | ﹤0.01% | 386 |
|
|
2022
Q3 | $13K | Hold |
29
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $14K | Hold |
29
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $14K | Hold |
29
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $13K | Hold |
29
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $11K | Hold |
29
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $11K | Sell |
29
-7
| -19% | -$2.66K | ﹤0.01% | 432 |
|
|
2021
Q1 | $13K | Buy |
36
+8
| +29% | +$2.89K | ﹤0.01% | 378 |
|
|
2020
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 347 |
|
|
2020
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $7K | Sell |
28
-3
| -10% | -$750 | ﹤0.01% | 322 |
|
|
2020
Q1 | $7K | Hold |
31
| – | – | ﹤0.01% | 298 |
|
|
2019
Q4 | $9K | Buy |
31
+17
| +121% | +$4.94K | ﹤0.01% | 292 |
|
|
2019
Q3 | $3K | Buy |
14
+4
| +40% | +$857 | ﹤0.01% | 320 |
|
|
2019
Q2 | $2K | Buy |
10
+5
| +100% | +$1K | ﹤0.01% | 305 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 323 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 328 |
|