Cetera Investment Advisers’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
63,434
+3,438
| +6% | +$1.34M | 0.04% | 444 |
|
|
2025
Q1 | $26.1M | Buy |
59,996
+9,855
| +20% | +$4.29M | 0.05% | 380 |
|
|
2024
Q4 | $18.5M | Sell |
50,141
-4,053
| -7% | -$1.5M | 0.04% | 458 |
|
|
2024
Q3 | $28.2M | Buy |
54,194
+3,110
| +6% | +$1.62M | 0.06% | 315 |
|
|
2024
Q2 | $27.7M | Sell |
51,084
-8,904
| -15% | -$4.82M | 0.06% | 306 |
|
|
2024
Q1 | $31.1M | Buy |
59,988
+49,883
| +494% | +$25.9M | 0.07% | 271 |
|
|
2023
Q4 | $4.76M | Sell |
10,105
-2,455
| -20% | -$1.16M | 0.04% | 451 |
|
|
2023
Q3 | $5.47M | Buy |
12,560
+1,073
| +9% | +$467K | 0.05% | 387 |
|
|
2023
Q2 | $5.1M | Buy |
11,487
+527
| +5% | +$234K | 0.04% | 406 |
|
|
2023
Q1 | $5.04M | Buy |
10,960
+1,800
| +20% | +$828K | 0.04% | 394 |
|
|
2022
Q4 | $4.7M | Sell |
9,160
-222
| -2% | -$114K | 0.04% | 404 |
|
|
2022
Q3 | $4K | Buy |
9,382
+2,316
| +33% | +$987 | ﹤0.01% | 1679 |
|
|
2022
Q2 | $3.41M | Buy |
7,066
+277
| +4% | +$134K | 0.05% | 347 |
|
|
2022
Q1 | $3.34M | Sell |
6,789
-352
| -5% | -$173K | 0.05% | 391 |
|
|
2021
Q4 | $3.31M | Buy |
7,141
+879
| +14% | +$407K | 0.05% | 396 |
|
|
2021
Q3 | $2.33M | Buy |
6,262
+261
| +4% | +$97.3K | 0.04% | 469 |
|
|
2021
Q2 | $2.29M | Buy |
6,001
+304
| +5% | +$116K | 0.04% | 467 |
|
|
2021
Q1 | $2.05M | Sell |
5,697
-423
| -7% | -$152K | 0.04% | 416 |
|
|
2020
Q4 | $1.97M | Buy |
6,120
+4,830
| +374% | +$1.55M | 0.04% | 434 |
|
|
2020
Q3 | $346K | Sell |
1,290
-30
| -2% | -$8.05K | 0.03% | 466 |
|
|
2020
Q2 | $347K | Buy |
+1,320
| New | +$347K | 0.03% | 439 |
|
|
2020
Q1 | – | Sell |
-841
| Closed | -$255K | – | 569 |
|
|
2019
Q4 | $255K | Buy |
+841
| New | +$255K | 0.03% | 484 |
|
|
2019
Q3 | – | Sell |
-788
| Closed | -$223K | – | 546 |
|
|
2019
Q2 | $223K | Sell |
788
-210
| -21% | -$59.4K | 0.03% | 462 |
|
|
2019
Q1 | $287K | Sell |
998
-149
| -13% | -$42.8K | 0.04% | 380 |
|
|
2018
Q4 | $299K | Buy |
1,147
+392
| +52% | +$102K | 0.05% | 337 |
|
|
2018
Q3 | $207K | Buy |
+755
| New | +$207K | 0.03% | 454 |
|
|
2016
Q4 | – | Sell |
-2,457
| Closed | -$308K | – | 331 |
|
|
2016
Q3 | $308K | Buy |
+2,457
| New | +$308K | 0.13% | 188 |
|