Choate Investment Advisors’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 | $303K | Buy |
778
+14
| +2% | +$5.45K | 0.01% | 341 |
|
|
2025
Q1 | $332K | Buy |
764
+11
| +1% | +$4.79K | 0.01% | 314 |
|
|
2024
Q4 | $278K | Sell |
753
-291
| -28% | -$107K | 0.01% | 343 |
|
|
2024
Q3 | $543K | Buy |
1,044
+341
| +49% | +$177K | 0.01% | 257 |
|
|
2024
Q2 | $381K | Buy |
703
+2
| +0.3% | +$1.08K | 0.01% | 280 |
|
|
2024
Q1 | $363K | Sell |
701
-8
| -1% | -$4.15K | 0.01% | 306 |
|
|
2023
Q4 | $334K | Buy |
709
+8
| +1% | +$3.77K | 0.01% | 294 |
|
|
2023
Q3 | $305K | Buy |
+701
| New | +$305K | 0.01% | 292 |
|