Buckingham Strategic Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1M | Buy |
1,854
+243
| +15% | +$132K | 0.01% | 332 |
|
|
2024
Q1 | $835K | Sell |
1,611
-183
| -10% | -$94.9K | 0.01% | 366 |
|
|
2023
Q4 | $846K | Sell |
1,794
-15
| -0.8% | -$7.07K | 0.01% | 353 |
|
|
2023
Q3 | $787K | Sell |
1,809
-156
| -8% | -$67.9K | 0.01% | 328 |
|
|
2023
Q2 | $873K | Buy |
1,965
+74
| +4% | +$32.9K | 0.01% | 313 |
|
|
2023
Q1 | $970K | Hold |
1,891
| – | – | 0.02% | 272 |
|
|
2022
Q4 | $970K | Buy |
1,891
+320
| +20% | +$164K | 0.02% | 273 |
|
|
2022
Q3 | $713K | Buy |
1,571
+68
| +5% | +$30.9K | 0.01% | 299 |
|
|
2022
Q2 | $725K | Buy |
1,503
+200
| +15% | +$96.5K | 0.01% | 300 |
|
|
2022
Q1 | $640K | Sell |
1,303
-6
| -0.5% | -$2.95K | 0.01% | 323 |
|
|
2021
Q4 | $607K | Buy |
1,309
+202
| +18% | +$93.7K | 0.01% | 335 |
|
|
2021
Q3 | $413K | Buy |
1,107
+53
| +5% | +$19.8K | 0.01% | 397 |
|
|
2021
Q2 | $402K | Buy |
1,054
+4
| +0.4% | +$1.53K | 0.01% | 410 |
|
|
2021
Q1 | $377K | Sell |
1,050
-33
| -3% | -$11.8K | 0.02% | 390 |
|
|
2020
Q4 | $348K | Buy |
1,083
+83
| +8% | +$26.7K | 0.02% | 390 |
|
|
2020
Q3 | $268K | Sell |
1,000
-138
| -12% | -$37K | 0.02% | 396 |
|
|
2020
Q2 | $299K | Sell |
1,138
-67
| -6% | -$17.6K | 0.03% | 315 |
|
|
2020
Q1 | $274K | Sell |
1,205
-40
| -3% | -$9.1K | 0.03% | 361 |
|
|
2019
Q4 | $376K | Buy |
1,245
+139
| +13% | +$42K | 0.04% | 300 |
|
|
2019
Q3 | $266K | Buy |
1,106
+3
| +0.3% | +$722 | 0.03% | 345 |
|
|
2019
Q2 | $311K | Sell |
1,103
-31
| -3% | -$8.74K | 0.03% | 330 |
|
|
2019
Q1 | $325K | Sell |
1,134
-40
| -3% | -$11.5K | 0.04% | 300 |
|
|
2018
Q4 | $308K | Buy |
1,174
+45
| +4% | +$11.8K | 0.05% | 259 |
|
|
2018
Q3 | $309K | Buy |
1,129
+243
| +27% | +$66.5K | 0.05% | 264 |
|
|
2018
Q2 | $211K | Buy |
+886
| New | +$211K | 0.03% | 336 |
|
|
2018
Q1 | – | Sell |
-1,040
| Closed | -$234K | – | 324 |
|
|
2017
Q4 | $234K | Sell |
1,040
-106
| -9% | -$23.9K | 0.05% | 276 |
|
|
2017
Q3 | $218K | Buy |
+1,146
| New | +$218K | 0.05% | 262 |
|