Carolinas Wealth Consulting’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 | – | Sell |
-72
| Closed | -$31.5K | – | 265 |
|
|
2025
Q1 | $31.5K | Sell |
72
-4
| -5% | -$1.75K | 0.01% | 397 |
|
|
2024
Q4 | $27.7K | Buy |
76
+3
| +4% | +$1.09K | 0.01% | 433 |
|
|
2024
Q3 | $37.9K | Buy |
73
+2
| +3% | +$1.04K | 0.01% | 401 |
|
|
2024
Q2 | $38.3K | Sell |
71
-40
| -36% | -$21.6K | 0.01% | 402 |
|
|
2024
Q1 | $57.4K | Buy |
111
+43
| +63% | +$22.2K | 0.01% | 352 |
|
|
2023
Q4 | $32.2K | Hold |
68
| – | – | 0.01% | 392 |
|
|
2023
Q3 | $30.7K | Buy |
68
+15
| +28% | +$6.77K | 0.01% | 372 |
|
|
2023
Q2 | $23.6K | Sell |
53
-28
| -35% | -$12.5K | ﹤0.01% | 451 |
|
|
2023
Q1 | $37.3K | Sell |
81
-33
| -29% | -$15.2K | 0.01% | 405 |
|
|
2022
Q4 | $58.5K | Buy |
114
+20
| +21% | +$10.3K | 0.01% | 327 |
|
|
2022
Q3 | $43K | Buy |
94
+23
| +32% | +$10.5K | 0.01% | 347 |
|
|
2022
Q2 | $34K | Hold |
71
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $35K | Buy |
71
+20
| +39% | +$9.86K | 0.01% | 405 |
|
|
2021
Q4 | $24K | Hold |
51
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $19K | Hold |
51
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $19K | Hold |
51
| – | – | ﹤0.01% | 507 |
|
|
2021
Q1 | $18K | Buy |
51
+5
| +11% | +$1.77K | ﹤0.01% | 526 |
|
|
2020
Q4 | $15K | Sell |
46
-37
| -45% | -$12.1K | ﹤0.01% | 521 |
|
|
2020
Q3 | $22K | Buy |
83
+47
| +131% | +$12.5K | 0.01% | 377 |
|
|
2020
Q2 | $10K | Buy |
+36
| New | +$10K | ﹤0.01% | 339 |
|