Catalyst Financial Partners’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 | $478K | Buy |
1,228
+199
| +19% | +$77.4K | 0.05% | 171 |
|
2025
Q1 | $448K | Buy |
1,029
+215
| +26% | +$93.5K | 0.08% | 167 |
|
2024
Q4 | $300K | Sell |
814
-104
| -11% | -$38.4K | 0.06% | 210 |
|
2024
Q3 | $477K | Buy |
918
+26
| +3% | +$13.5K | 0.09% | 143 |
|
2024
Q2 | $483K | Buy |
892
+70
| +9% | +$37.9K | 0.11% | 131 |
|
2024
Q1 | $418K | Buy |
822
+92
| +13% | +$46.8K | 0.11% | 130 |
|
2023
Q4 | $344K | Buy |
730
+68
| +10% | +$32.1K | 0.1% | 146 |
|
2023
Q3 | $288K | Buy |
662
+73
| +12% | +$31.8K | 0.09% | 159 |
|
2023
Q2 | $262K | Buy |
589
+50
| +9% | +$22.2K | 0.09% | 162 |
|
2023
Q1 | $248K | Sell |
539
-9
| -2% | -$4.14K | 0.11% | 146 |
|
2022
Q4 | $281K | Buy |
+548
| New | +$281K | 0.14% | 116 |
|