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Bragg Financial Advisors’s Elevance Health ELV Stock Holding History

Bragg Financial Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.76M Buy
4,531
+13
+0.3% +$5.06K 0.06% 190
2025
Q1 		$1.97M Hold
4,518
– – 0.08% 173
2024
Q4 		$1.67M Hold
4,518
– – 0.07% 182
2024
Q3 		$2.35M Sell
4,518
-48
-1% -$25K 0.1% 165
2024
Q2 		$2.47M Sell
4,566
-10
-0.2% -$5.42K 0.11% 153
2024
Q1 		$2.37M Sell
4,576
-20
-0.4% -$10.4K 0.11% 157
2023
Q4 		$2.17M Hold
4,596
– – 0.1% 158
2023
Q3 		$2M Buy
4,596
+66
+1% +$28.7K 0.11% 163
2023
Q2 		$2.01M Hold
4,530
– – 0.11% 158
2023
Q1 		$2.08M Hold
4,530
– – 0.12% 158
2022
Q4 		$2.32M Hold
4,530
– – 0.14% 154
2022
Q3 		$2.06M Hold
4,530
– – 0.14% 150
2022
Q2 		$2.19M Hold
4,530
– – 0.15% 144
2022
Q1 		$2.23M Sell
4,530
-1,802
-28% -$885K 0.13% 147
2021
Q4 		$2.36M Hold
6,332
– – 0.15% 139
2021
Q3 		$2.36M Buy
6,332
+32
+0.5% +$11.9K 0.15% 139
2021
Q2 		$2.41M Hold
6,300
– – 0.15% 139
2021
Q1 		$2.26M Hold
6,300
– – 0.15% 136
2020
Q4 		$2.02M Hold
6,300
– – 0.18% 133
2020
Q3 		$1.69M Sell
6,300
-26
-0.4% -$6.98K 0.17% 132
2020
Q2 		$1.66M Sell
6,326
-1,006
-14% -$265K 0.19% 131
2020
Q1 		$1.67M Sell
7,332
-23
-0.3% -$5.22K 0.22% 126
2019
Q4 		$2.22M Hold
7,355
– – 0.25% 123
2019
Q3 		$1.77M Buy
7,355
+14
+0.2% +$3.36K 0.21% 133
2019
Q2 		$2.07M Buy
7,341
+28
+0.4% +$7.9K 0.26% 125
2019
Q1 		$2.1M Buy
7,313
+13
+0.2% +$3.73K 0.27% 120
2018
Q4 		$1.92M Hold
7,300
– – 0.29% 117
2018
Q3 		$2M Sell
7,300
-40
-0.5% -$11K 0.27% 118
2018
Q2 		$1.75M Hold
7,340
– – 0.25% 125
2018
Q1 		$1.61M Hold
7,340
– – 0.24% 131
2017
Q4 		$1.65M Hold
7,340
– – 0.24% 129
2017
Q3 		$1.39M Hold
7,340
– – 0.21% 145
2017
Q2 		$1.38M Hold
7,340
– – 0.22% 142
2017
Q1 		$1.21M Hold
7,340
– – 0.19% 147
2016
Q4 		$1.06M Hold
7,340
– – 0.17% 162
2016
Q3 		$920K Hold
7,340
– – 0.16% 165
2016
Q2 		$964K Sell
7,340
-8
-0.1% -$1.05K 0.17% 162
2016
Q1 		$1.02M Buy
7,348
+3,048
+71% +$424K 0.2% 157
2015
Q4 		$600K Hold
4,300
– – 0.13% 173
2015
Q3 		$602K Hold
4,300
– – 0.14% 165
2015
Q2 		$706K Hold
4,300
– – 0.16% 163
2015
Q1 		$664K Hold
4,300
– – 0.15% 162
2014
Q4 		$553K Buy
+4,300
New +$553K 0.13% 170
2014
Q3 		– Sell
-4,300
Closed -$463K – 224
2014
Q2 		$463K Hold
4,300
– – 0.11% 185
2014
Q1 		$428K Hold
4,300
– – 0.1% 186
2013
Q4 		$397K Buy
+4,300
New +$397K 0.1% 196