Center for Financial Planning’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 | $146K | Hold |
375
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $163K | Hold |
375
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $138K | Hold |
375
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $195K | Hold |
375
| – | – | 0.03% | 153 |
|
|
2024
Q2 | $203K | Hold |
375
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $194K | Buy |
375
+26
| +7% | +$13.5K | 0.03% | 150 |
|
|
2023
Q4 | $165K | Hold |
349
| – | – | 0.03% | 149 |
|
|
2023
Q3 | $152K | Hold |
349
| – | – | 0.03% | 148 |
|
|
2023
Q2 | $155K | Hold |
349
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $160K | Hold |
349
| – | – | 0.04% | 142 |
|
|
2022
Q4 | $179K | Hold |
349
| – | – | 0.04% | 136 |
|
|
2022
Q3 | $159K | Hold |
349
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $168K | Hold |
349
| – | – | 0.04% | 130 |
|
|
2022
Q1 | $171K | Hold |
349
| – | – | 0.04% | 142 |
|
|
2021
Q4 | $162K | Hold |
349
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $130K | Hold |
349
| – | – | 0.03% | 148 |
|
|
2021
Q2 | $133K | Hold |
349
| – | – | 0.03% | 147 |
|
|
2021
Q1 | $125K | Hold |
349
| – | – | 0.03% | 149 |
|
|
2020
Q4 | $112K | Hold |
349
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $94K | Sell |
349
-24
| -6% | -$6.46K | 0.03% | 144 |
|
|
2020
Q2 | $98K | Hold |
373
| – | – | 0.03% | 142 |
|
|
2020
Q1 | $85K | Buy |
373
+100
| +37% | +$22.8K | 0.03% | 141 |
|
|
2019
Q4 | $82K | Buy |
+273
| New | +$82K | 0.02% | 151 |
|