Castellan 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
Q2 | – | Sell |
-11,362
| Closed | -$4.94M | – | 43 |
|
|
2025
Q1 | $4.94M | Buy |
11,362
+5,642
| +99% | +$2.45M | 1.38% | 28 |
|
|
2024
Q4 | $2.11M | Buy |
5,720
+551
| +11% | +$203K | 0.91% | 48 |
|
|
2024
Q3 | $2.69M | Sell |
5,169
-246
| -5% | -$128K | 1.13% | 46 |
|
|
2024
Q2 | $2.93M | Buy |
5,415
+214
| +4% | +$116K | 1.4% | 34 |
|
|
2024
Q1 | $2.7M | Buy |
+5,201
| New | +$2.7M | 1.38% | 33 |
|