Buckingham Capital Management (Ohio)’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $249K | Sell |
676
-850
| -56% | -$314K | 0.03% | 122 |
|
|
2024
Q3 | $794K | Hold |
1,526
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $827K | Hold |
1,526
| – | – | 0.1% | 85 |
|
|
2024
Q1 | $791K | Buy |
+1,526
| New | +$791K | 0.1% | 88 |
|
|
2023
Q1 | – | Sell |
-404
| Closed | -$207K | – | 117 |
|
|
2022
Q4 | $207K | Buy |
+404
| New | +$207K | 0.04% | 108 |
|
|
2022
Q2 | – | Sell |
-425
| Closed | -$209K | – | 116 |
|
|
2022
Q1 | $209K | Buy |
+425
| New | +$209K | 0.03% | 114 |
|
|
2020
Q1 | – | Sell |
-742
| Closed | -$224K | – | 124 |
|
|
2019
Q4 | $224K | Buy |
+742
| New | +$224K | 0.04% | 125 |
|