Cetera Trust Company’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 | $1.63M | Buy |
4,181
+80
| +2% | +$31.1K | 0.97% | 33 |
|
|
2025
Q1 | $1.78M | Buy |
4,101
+140
| +4% | +$60.9K | 1.14% | 27 |
|
|
2024
Q4 | $1.46M | Sell |
3,961
-725
| -15% | -$267K | 0.95% | 32 |
|
|
2024
Q3 | $2.44M | Sell |
4,686
-120
| -2% | -$62.4K | 1.49% | 19 |
|
|
2024
Q2 | $2.6M | Sell |
4,806
-661
| -12% | -$358K | 1.63% | 14 |
|
|
2024
Q1 | $2.83M | Sell |
5,467
-125
| -2% | -$64.8K | 1.71% | 17 |
|
|
2023
Q4 | $2.64M | Buy |
+5,592
| New | +$2.64M | 1.64% | 16 |
|