Checchi Capital Advisers’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 | $1.14M | Buy |
2,931
+194
| +7% | +$75.5K | 0.06% | 193 |
|
2025
Q1 | $1.19M | Buy |
2,737
+27
| +1% | +$11.7K | 0.06% | 186 |
|
2024
Q4 | $1,000K | Buy |
2,710
+119
| +5% | +$43.9K | 0.06% | 195 |
|
2024
Q3 | $1.35M | Sell |
2,591
-41
| -2% | -$21.3K | 0.08% | 157 |
|
2024
Q2 | $1.43M | Buy |
2,632
+9
| +0.3% | +$4.88K | 0.07% | 148 |
|
2024
Q1 | $1.36M | Buy |
2,623
+34
| +1% | +$17.6K | 0.11% | 153 |
|
2023
Q4 | $1.22M | Buy |
2,589
+85
| +3% | +$40.1K | 0.1% | 164 |
|
2023
Q3 | $1.09M | Sell |
2,504
-131
| -5% | -$57K | 0.1% | 161 |
|
2023
Q2 | $1.17M | Sell |
2,635
-118
| -4% | -$52.4K | 0.1% | 155 |
|
2023
Q1 | $1.27M | Buy |
2,753
+97
| +4% | +$44.6K | 0.12% | 145 |
|
2022
Q4 | $1.36M | Sell |
2,656
-78
| -3% | -$40K | 0.14% | 126 |
|
2022
Q3 | $1.24M | Buy |
2,734
+7
| +0.3% | +$3.18K | 0.12% | 127 |
|
2022
Q2 | $1.3M | Buy |
2,727
+139
| +5% | +$66.3K | 0.11% | 135 |
|
2022
Q1 | $1.27M | Buy |
2,588
+133
| +5% | +$65.3K | 0.11% | 130 |
|
2021
Q4 | $1.14M | Buy |
2,455
+33
| +1% | +$15.3K | 0.1% | 133 |
|
2021
Q3 | $903K | Buy |
2,422
+78
| +3% | +$29.1K | 0.09% | 150 |
|
2021
Q2 | $895K | Buy |
2,344
+44
| +2% | +$16.8K | 0.09% | 155 |
|
2021
Q1 | $826K | Sell |
2,300
-156
| -6% | -$56K | 0.08% | 151 |
|
2020
Q4 | $789K | Sell |
2,456
-143
| -6% | -$45.9K | 0.08% | 152 |
|
2020
Q3 | $698K | Buy |
2,599
+5
| +0.2% | +$1.34K | 0.08% | 150 |
|
2020
Q2 | $682K | Buy |
2,594
+291
| +13% | +$76.5K | 0.08% | 150 |
|
2020
Q1 | $523K | Sell |
2,303
-204
| -8% | -$46.3K | 0.05% | 153 |
|
2019
Q4 | $757K | Sell |
2,507
-6
| -0.2% | -$1.81K | 0.1% | 128 |
|
2019
Q3 | $603K | Sell |
2,513
-165
| -6% | -$39.6K | 0.08% | 157 |
|
2019
Q2 | $756K | Buy |
2,678
+332
| +14% | +$93.7K | 0.1% | 127 |
|
2019
Q1 | $673K | Sell |
2,346
-251
| -10% | -$72K | 0.08% | 135 |
|
2018
Q4 | $682K | Sell |
2,597
-225
| -8% | -$59.1K | 0.09% | 125 |
|
2018
Q3 | $773K | Buy |
2,822
+174
| +7% | +$47.7K | 0.09% | 139 |
|
2018
Q2 | $630K | Buy |
2,648
+18
| +0.7% | +$4.28K | 0.08% | 151 |
|
2018
Q1 | $578K | Sell |
2,630
-44
| -2% | -$9.67K | 0.08% | 156 |
|
2017
Q4 | $602K | Buy |
2,674
+32
| +1% | +$7.2K | 0.08% | 161 |
|
2017
Q3 | $502K | Sell |
2,642
-110
| -4% | -$20.9K | 0.05% | 171 |
|
2017
Q2 | $518K | Sell |
2,752
-74
| -3% | -$13.9K | 0.06% | 162 |
|
2017
Q1 | $467K | Sell |
2,826
-77
| -3% | -$12.7K | 0.05% | 178 |
|
2016
Q4 | $417K | Buy |
2,903
+377
| +15% | +$54.2K | 0.06% | 193 |
|
2016
Q3 | $317K | Sell |
2,526
-815
| -24% | -$102K | 0.04% | 234 |
|
2016
Q2 | $439K | Sell |
3,341
-165
| -5% | -$21.7K | 0.05% | 164 |
|
2016
Q1 | $487K | Buy |
3,506
+337
| +11% | +$46.8K | 0.11% | 151 |
|
2015
Q4 | $442K | Buy |
3,169
+85
| +3% | +$11.9K | 0.11% | 163 |
|
2015
Q3 | $432K | Buy |
3,084
+74
| +2% | +$10.4K | 0.12% | 146 |
|
2015
Q2 | $494K | Buy |
3,010
+94
| +3% | +$15.4K | 0.13% | 142 |
|
2015
Q1 | $450K | Buy |
2,916
+35
| +1% | +$5.4K | 0.13% | 144 |
|
2014
Q4 | $362K | Buy |
2,881
+383
| +15% | +$48.1K | 0.14% | 162 |
|
2014
Q3 | $299K | Buy |
2,498
+352
| +16% | +$42.1K | 0.12% | 172 |
|
2014
Q2 | $231K | Buy |
+2,146
| New | +$231K | 0.11% | 201 |
|