Cape Investment Advisory’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 | $1.54M | Buy |
3,957
+163
| +4% | +$63.4K | 0.56% | 39 |
|
|
2025
Q1 | $1.65M | Sell |
3,794
-50
| -1% | -$21.8K | 0.66% | 34 |
|
|
2024
Q4 | $1.42M | Buy |
3,844
+948
| +33% | +$350K | 0.55% | 40 |
|
|
2024
Q3 | $1.51M | Buy |
2,896
+35
| +1% | +$18.2K | 0.61% | 39 |
|
|
2024
Q2 | $1.55M | Buy |
2,861
+13
| +0.5% | +$7.05K | 0.7% | 34 |
|
|
2024
Q1 | $1.48M | Buy |
2,848
+27
| +1% | +$14K | 0.69% | 33 |
|
|
2023
Q4 | $1.33M | Buy |
2,821
+56
| +2% | +$26.4K | 0.65% | 31 |
|
|
2023
Q3 | $1.2M | Buy |
2,765
+97
| +4% | +$42.2K | 0.68% | 31 |
|
|
2023
Q2 | $1.19M | Buy |
2,668
+356
| +15% | +$158K | 0.66% | 35 |
|
|
2023
Q1 | $1.06M | Buy |
+2,312
| New | +$1.06M | 0.65% | 34 |
|