Claro 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 | $322K | Sell |
828
-632
| -43% | -$246K | 0.05% | 277 |
|
|
2025
Q1 | $635K | Buy |
1,460
+485
| +50% | +$211K | 0.09% | 217 |
|
|
2024
Q4 | $360K | Sell |
975
-31
| -3% | -$11.4K | 0.05% | 312 |
|
|
2024
Q3 | $523K | Buy |
1,006
+296
| +42% | +$154K | 0.07% | 261 |
|
|
2024
Q2 | $385K | Buy |
710
+126
| +22% | +$68.3K | 0.06% | 274 |
|
|
2024
Q1 | $303K | Buy |
584
+112
| +24% | +$58.1K | 0.05% | 319 |
|
|
2023
Q4 | $223K | Buy |
+472
| New | +$223K | 0.05% | 355 |
|
|
2023
Q3 | – | Sell |
-595
| Closed | -$264K | – | 378 |
|
|
2023
Q2 | $264K | Buy |
595
+120
| +25% | +$53.3K | 0.07% | 280 |
|
|
2023
Q1 | $218K | Buy |
+475
| New | +$218K | 0.06% | 305 |
|
|
2019
Q1 | – | Sell |
-133
| Closed | -$36K | – | 375 |
|
|
2018
Q4 | $36K | Buy |
+133
| New | +$36K | 0.03% | 406 |
|