Brogan Financial’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 | $652K | Buy |
1,677
+7
| +0.4% | +$2.72K | 0.29% | 19 |
|
|
2025
Q1 | $726K | Buy |
1,670
+7
| +0.4% | +$3.04K | 0.35% | 16 |
|
|
2024
Q4 | $613K | Buy |
1,663
+7
| +0.4% | +$2.58K | 0.3% | 15 |
|
|
2024
Q3 | $861K | Buy |
1,656
+6
| +0.4% | +$3.12K | 0.49% | 13 |
|
|
2024
Q2 | $894K | Buy |
1,650
+5
| +0.3% | +$2.71K | 0.56% | 12 |
|
|
2024
Q1 | $853K | Buy |
1,645
+5
| +0.3% | +$2.59K | 0.56% | 13 |
|
|
2023
Q4 | $773K | Buy |
1,640
+5
| +0.3% | +$2.36K | 0.57% | 12 |
|
|
2023
Q3 | $712K | Hold |
1,635
| – | – | 0.63% | 11 |
|
|
2023
Q2 | $726K | Hold |
1,635
| – | – | 0.62% | 11 |
|
|
2023
Q1 | $752K | Hold |
1,635
| – | – | 0.65% | 10 |
|
|
2022
Q4 | $839K | Buy |
+1,635
| New | +$839K | 0.75% | 8 |
|