Buffington Mohr McNeal’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 | – | Sell |
-10,684
| Closed | -$5.56M | – | 136 |
|
|
2024
Q3 | $5.56M | Buy |
10,684
+734
| +7% | +$382K | 0.91% | 35 |
|
|
2024
Q2 | $5.39M | Buy |
9,950
+731
| +8% | +$396K | 0.95% | 35 |
|
|
2024
Q1 | $4.78M | Buy |
9,219
+1,601
| +21% | +$830K | 0.87% | 36 |
|
|
2023
Q4 | $3.59M | Buy |
7,618
+470
| +7% | +$222K | 0.72% | 40 |
|
|
2023
Q3 | $3.11M | Buy |
7,148
+520
| +8% | +$226K | 0.71% | 39 |
|
|
2023
Q2 | $2.94M | Buy |
6,628
+2,798
| +73% | +$1.24M | 0.64% | 39 |
|
|
2023
Q1 | $1.76M | Buy |
3,830
+1,266
| +49% | +$582K | 0.4% | 41 |
|
|
2022
Q4 | $1.32M | Buy |
+2,564
| New | +$1.32M | 0.31% | 53 |
|