Bruce G. Allen Investments’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 | $130K | Sell |
333
-11
| -3% | -$4.28K | 0.1% | 119 |
|
|
2025
Q1 | $150K | Buy |
344
+70
| +26% | +$30.4K | 0.12% | 100 |
|
|
2024
Q4 | $101K | Sell |
274
-41
| -13% | -$15.1K | 0.08% | 141 |
|
|
2024
Q3 | $164K | Buy |
315
+3
| +1% | +$1.56K | 0.13% | 102 |
|
|
2024
Q2 | $169K | Buy |
312
+46
| +17% | +$24.9K | 0.14% | 86 |
|
|
2024
Q1 | $138K | Buy |
266
+4
| +2% | +$2.07K | 0.11% | 115 |
|
|
2023
Q4 | $124K | Buy |
+262
| New | +$124K | 0.11% | 120 |
|