Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $373K | Sell |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $274K | Hold |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $270K | Hold |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $226K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $206K | Hold |
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|
2016
Q1 | $218K | Hold |
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|
2015
Q4 | $219K | Hold |
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|
2015
Q3 | $220K | Hold |
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|
2015
Q2 | $257K | Hold |
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|
2015
Q1 | $242K | Buy |
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