Chicago Partners Investment Group’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 | $260K | Buy |
878
+249
| +40% | +$73.9K | 0.01% | 915 |
|
|
2025
Q1 | $263K | Buy |
+629
| New | +$263K | 0.01% | 748 |
|
|
2024
Q4 | – | Sell |
-529
| Closed | -$220K | – | 854 |
|
|
2024
Q3 | $220K | Buy |
529
+19
| +4% | +$7.89K | 0.01% | 725 |
|
|
2024
Q2 | $273K | Buy |
510
+15
| +3% | +$8.04K | 0.01% | 616 |
|
|
2024
Q1 | $264K | Buy |
495
+4
| +0.8% | +$2.13K | 0.01% | 605 |
|
|
2023
Q4 | $233K | Buy |
491
+5
| +1% | +$2.37K | 0.01% | 605 |
|
|
2023
Q3 | $220K | Buy |
+486
| New | +$220K | 0.01% | 585 |
|
|
2019
Q1 | – | Sell |
-1,412
| Closed | -$356K | – | 325 |
|
|
2018
Q4 | $356K | Sell |
1,412
-800
| -36% | -$202K | 0.05% | 236 |
|
|
2018
Q3 | $583K | Buy |
2,212
+800
| +57% | +$211K | 0.09% | 170 |
|
|
2018
Q2 | $336K | Buy |
1,412
+492
| +53% | +$117K | 0.05% | 219 |
|
|
2018
Q1 | $202K | Hold |
920
| – | – | 0.03% | 249 |
|
|
2017
Q4 | $207K | Sell |
920
-37
| -4% | -$8.33K | 0.03% | 254 |
|
|
2017
Q3 | $182K | Sell |
957
-643
| -40% | -$122K | 0.03% | 262 |
|
|
2017
Q2 | $266K | Buy |
+1,600
| New | +$266K | 0.07% | 164 |
|
|
2015
Q1 | – | Sell |
-95
| Closed | -$12K | – | 499 |
|
|
2014
Q4 | $12K | Buy |
+95
| New | +$12K | 0.01% | 344 |
|