BSW Wealth Partners’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 | $330K | Sell |
848
-106
| -11% | -$41.2K | 0.05% | 228 |
|
|
2025
Q1 | $415K | Buy |
954
+245
| +35% | +$107K | 0.06% | 186 |
|
|
2024
Q4 | $262K | Buy |
709
+210
| +42% | +$77.5K | 0.04% | 256 |
|
|
2024
Q3 | $259K | Buy |
+499
| New | +$259K | 0.04% | 246 |
|
|
2024
Q1 | – | Sell |
-613
| Closed | -$289K | – | 305 |
|
|
2023
Q4 | $289K | Buy |
613
+91
| +17% | +$42.9K | 0.06% | 208 |
|
|
2023
Q3 | $227K | Sell |
522
-54
| -9% | -$23.5K | 0.05% | 216 |
|
|
2023
Q2 | $256K | Sell |
576
-11
| -2% | -$4.89K | 0.05% | 208 |
|
|
2023
Q1 | $270K | Sell |
587
-212
| -27% | -$97.4K | 0.06% | 235 |
|
|
2022
Q4 | $410K | Sell |
799
-11
| -1% | -$5.65K | 0.09% | 163 |
|
|
2022
Q3 | $368K | Buy |
810
+283
| +54% | +$129K | 0.09% | 148 |
|
|
2022
Q2 | $254K | Buy |
527
+55
| +12% | +$26.5K | 0.06% | 214 |
|
|
2022
Q1 | $232K | Sell |
472
-20
| -4% | -$9.83K | 0.06% | 246 |
|
|
2021
Q4 | $228K | Buy |
+492
| New | +$228K | 0.06% | 228 |
|