Buckley Wealth Management’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 | $902K | Hold |
2,318
| – | – | 0.27% | 68 |
|
|
2025
Q1 | $1.01M | Buy |
2,318
+93
| +4% | +$40.5K | 0.31% | 58 |
|
|
2024
Q4 | $821K | Hold |
2,225
| – | – | 0.25% | 66 |
|
|
2024
Q3 | $1.16M | Buy |
2,225
+12
| +0.5% | +$6.24K | 0.36% | 54 |
|
|
2024
Q2 | $1.2M | Buy |
2,213
+51
| +2% | +$27.6K | 0.38% | 42 |
|
|
2024
Q1 | $1.12M | Buy |
2,162
+17
| +0.8% | +$8.82K | 0.36% | 53 |
|
|
2023
Q4 | $1.01M | Sell |
2,145
-17
| -0.8% | -$8.02K | 0.35% | 53 |
|
|
2023
Q3 | $941K | Sell |
2,162
-626
| -22% | -$273K | 0.35% | 52 |
|
|
2023
Q2 | $1.24M | Buy |
2,788
+648
| +30% | +$288K | 0.42% | 41 |
|
|
2023
Q1 | $984K | Buy |
2,140
+190
| +10% | +$87.4K | 0.36% | 46 |
|
|
2022
Q4 | $1M | Sell |
1,950
-18
| -0.9% | -$9.23K | 0.36% | 44 |
|
|
2022
Q3 | $894K | Sell |
1,968
-375
| -16% | -$170K | 0.33% | 51 |
|
|
2022
Q2 | $1.13M | Buy |
2,343
+269
| +13% | +$130K | 0.36% | 48 |
|
|
2022
Q1 | $1.02M | Buy |
2,074
+274
| +15% | +$135K | 0.28% | 63 |
|
|
2021
Q4 | $834K | Sell |
1,800
-827
| -31% | -$383K | 0.24% | 73 |
|
|
2021
Q3 | $979K | Sell |
2,627
-20
| -0.8% | -$7.45K | 0.32% | 56 |
|
|
2021
Q2 | $1.01M | Sell |
2,647
-22
| -0.8% | -$8.4K | 0.35% | 46 |
|
|
2021
Q1 | $958K | Sell |
2,669
-403
| -13% | -$145K | 0.36% | 52 |
|
|
2020
Q4 | $986K | Hold |
3,072
| – | – | 0.4% | 40 |
|
|
2020
Q3 | $825K | Sell |
3,072
-450
| -13% | -$121K | 0.37% | 48 |
|
|
2020
Q2 | $926K | Buy |
3,522
+591
| +20% | +$155K | 0.42% | 44 |
|
|
2020
Q1 | $665K | Buy |
2,931
+475
| +19% | +$108K | 0.36% | 56 |
|
|
2019
Q4 | $742K | Buy |
2,456
+1,156
| +89% | +$349K | 0.34% | 53 |
|
|
2019
Q3 | $312K | Sell |
1,300
-200
| -13% | -$48K | 0.15% | 113 |
|
|
2019
Q2 | $423K | Buy |
+1,500
| New | +$423K | 0.2% | 97 |
|
|
2019
Q1 | – | Sell |
-4,077
| Closed | -$1.07M | – | 148 |
|
|
2018
Q4 | $1.07M | Sell |
4,077
-13
| -0.3% | -$3.42K | 0.55% | 33 |
|
|
2018
Q3 | $1.12M | Hold |
4,090
| – | – | 0.49% | 41 |
|
|
2018
Q2 | $974K | Hold |
4,090
| – | – | 0.46% | 42 |
|
|
2018
Q1 | $899K | Sell |
4,090
-134
| -3% | -$29.5K | 0.44% | 45 |
|
|
2017
Q4 | $950K | Buy |
+4,224
| New | +$950K | 0.48% | 45 |
|