Clearstead 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 | $3.08M | Sell |
7,931
-473
| -6% | -$184K | 0.04% | 252 |
|
|
2025
Q1 | $3.66M | Sell |
8,404
-371
| -4% | -$161K | 0.06% | 214 |
|
|
2024
Q4 | $3.24M | Buy |
8,775
+12
| +0.1% | +$4.43K | 0.05% | 230 |
|
|
2024
Q3 | $4.56M | Sell |
8,763
-95
| -1% | -$49.4K | 0.07% | 197 |
|
|
2024
Q2 | $4.8M | Buy |
8,858
+7,167
| +424% | +$3.88M | 0.08% | 180 |
|
|
2024
Q1 | $911K | Buy |
1,691
+4
| +0.2% | +$2.16K | 0.05% | 239 |
|
|
2023
Q4 | $796K | Sell |
1,687
-3,345
| -66% | -$1.58M | 0.04% | 251 |
|
|
2023
Q3 | $2.19M | Buy |
5,032
+2,538
| +102% | +$1.11M | 0.06% | 200 |
|
|
2023
Q2 | $1.11M | Buy |
2,494
+61
| +3% | +$27.1K | 0.07% | 194 |
|
|
2023
Q1 | $1.12M | Buy |
2,433
+60
| +3% | +$27.6K | 0.08% | 172 |
|
|
2022
Q4 | $1.22M | Buy |
2,373
+2
| +0.1% | +$1.03K | 0.1% | 161 |
|
|
2022
Q3 | $1.08M | Buy |
2,371
+52
| +2% | +$23.6K | 0.1% | 151 |
|
|
2022
Q2 | $1.12M | Buy |
2,319
+90
| +4% | +$43.5K | 0.09% | 163 |
|
|
2022
Q1 | $1.1M | Buy |
2,229
+2
| +0.1% | +$983 | 0.07% | 172 |
|
|
2021
Q4 | $1.03M | Buy |
2,227
+56
| +3% | +$26K | 0.07% | 178 |
|
|
2021
Q3 | $809K | Buy |
2,171
+132
| +6% | +$49.2K | 0.06% | 192 |
|
|
2021
Q2 | $778K | Buy |
2,039
+18
| +0.9% | +$6.87K | 0.06% | 189 |
|
|
2021
Q1 | $726K | Buy |
2,021
+191
| +10% | +$68.6K | 0.06% | 186 |
|
|
2020
Q4 | $588K | Buy |
1,830
+152
| +9% | +$48.8K | 0.05% | 192 |
|
|
2020
Q3 | $451K | Sell |
1,678
-2
| -0.1% | -$538 | 0.05% | 186 |
|
|
2020
Q2 | $442K | Sell |
1,680
-18
| -1% | -$4.74K | 0.05% | 190 |
|
|
2020
Q1 | $386K | Buy |
1,698
+29
| +2% | +$6.59K | 0.06% | 173 |
|
|
2019
Q4 | $504K | Sell |
1,669
-4
| -0.2% | -$1.21K | 0.06% | 177 |
|
|
2019
Q3 | $402K | Buy |
1,673
+43
| +3% | +$10.3K | 0.05% | 187 |
|
|
2019
Q2 | $460K | Buy |
1,630
+2
| +0.1% | +$564 | 0.06% | 178 |
|
|
2019
Q1 | $467K | Buy |
1,628
+262
| +19% | +$75.2K | 0.06% | 174 |
|
|
2018
Q4 | $359K | Buy |
1,366
+49
| +4% | +$12.9K | 0.06% | 189 |
|
|
2018
Q3 | $361K | Buy |
1,317
+2
| +0.2% | +$548 | 0.05% | 181 |
|
|
2018
Q2 | $313K | Buy |
1,315
+2
| +0.2% | +$476 | 0.04% | 188 |
|
|
2018
Q1 | $288K | Buy |
1,313
+2
| +0.2% | +$439 | 0.04% | 190 |
|
|
2017
Q4 | $295K | Sell |
1,311
-118
| -8% | -$26.6K | 0.04% | 180 |
|
|
2017
Q3 | $271K | Sell |
1,429
-15
| -1% | -$2.85K | 0.04% | 207 |
|
|
2017
Q2 | $272K | Buy |
1,444
+21
| +1% | +$3.96K | 0.04% | 198 |
|
|
2017
Q1 | $235K | Buy |
+1,423
| New | +$235K | 0.03% | 200 |
|