Capital Advisors Ltd’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
$80K Sell
206
-14
-6% -$5.44K 0.01% 389
2025
Q1
$96K Buy
220
+14
+7% +$6.11K 0.01% 345
2024
Q4
$76K Sell
206
-37
-15% -$13.7K 0.01% 384
2024
Q3
$126K Sell
243
-6
-2% -$3.11K 0.02% 316
2024
Q2
$135K Buy
249
+1
+0.4% +$542 0.02% 313
2024
Q1
$129K Buy
248
+20
+9% +$10.4K 0.02% 320
2023
Q4
$108K Buy
228
+4
+2% +$1.9K 0.02% 326
2023
Q3
$98K Buy
224
+13
+6% +$5.69K 0.02% 331
2023
Q2
$94K Buy
211
+200
+1,818% +$89.1K 0.01% 344
2023
Q1
$5K Sell
11
-195
-95% -$88.6K ﹤0.01% 674
2022
Q4
$1K Buy
206
+197
+2,189% +$956 ﹤0.01% 983
2022
Q3
$4K Buy
9
+2
+29% +$889 ﹤0.01% 670
2022
Q2
$3K Buy
7
+1
+17% +$429 ﹤0.01% 617
2022
Q1
$3K Buy
6
+4
+200% +$2K ﹤0.01% 609
2021
Q4
$1K Buy
+2
New +$1K ﹤0.01% 652