Chemistry Wealth Management’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 | $3.05M | Buy |
7,840
+506
| +7% | +$197K | 0.65% | 26 |
|
|
2025
Q1 | $3.19M | Buy |
7,334
+1,568
| +27% | +$682K | 0.74% | 24 |
|
|
2024
Q4 | $2.13M | Sell |
5,766
-1,027
| -15% | -$379K | 0.5% | 33 |
|
|
2024
Q3 | $3.53M | Buy |
6,793
+261
| +4% | +$136K | 0.84% | 23 |
|
|
2024
Q2 | $3.54M | Buy |
6,532
+472
| +8% | +$256K | 0.91% | 21 |
|
|
2024
Q1 | $3.14M | Buy |
6,060
+183
| +3% | +$94.9K | 0.85% | 24 |
|
|
2023
Q4 | $2.77M | Buy |
5,877
+175
| +3% | +$82.5K | 0.84% | 24 |
|
|
2023
Q3 | $2.48M | Buy |
5,702
+274
| +5% | +$119K | 0.82% | 23 |
|
|
2023
Q2 | $2.41M | Buy |
5,428
+128
| +2% | +$56.9K | 0.78% | 25 |
|
|
2023
Q1 | $2.44M | Buy |
5,300
+49
| +0.9% | +$22.5K | 0.85% | 22 |
|
|
2022
Q4 | $2.69M | Buy |
5,251
+59
| +1% | +$30.3K | 1.05% | 18 |
|
|
2022
Q3 | $2.36M | Buy |
5,192
+72
| +1% | +$32.7K | 0.93% | 20 |
|
|
2022
Q2 | $2.47M | Buy |
5,120
+270
| +6% | +$130K | 0.94% | 21 |
|
|
2022
Q1 | $2.38M | Buy |
+4,850
| New | +$2.38M | 0.82% | 26 |
|