Carr Financial Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-846
| Closed | -$312K | – | 182 |
|
|
2024
Q4 | $312K | Sell |
846
-142
| -14% | -$52.4K | 0.1% | 144 |
|
|
2024
Q3 | $514K | Buy |
988
+1
| +0.1% | +$520 | 0.15% | 102 |
|
|
2024
Q2 | $535K | Buy |
987
+2
| +0.2% | +$1.08K | 0.17% | 100 |
|
|
2024
Q1 | $511K | Hold |
985
| – | – | 0.17% | 103 |
|
|
2023
Q4 | $464K | Buy |
985
+500
| +103% | +$236K | 0.17% | 98 |
|
|
2023
Q3 | $218K | Hold |
485
| – | – | 0.09% | 157 |
|
|
2023
Q2 | $215K | Sell |
485
-110
| -18% | -$48.9K | 0.09% | 166 |
|
|
2023
Q1 | $274K | Hold |
595
| – | – | 0.12% | 135 |
|
|
2022
Q4 | $305K | Buy |
+595
| New | +$305K | 0.16% | 125 |
|