Client 1st Advisory 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 | $329K | Hold |
846
| – | – | 0.12% | 90 |
|
|
2025
Q1 | $368K | Hold |
846
| – | – | 0.14% | 78 |
|
|
2024
Q4 | $312K | Sell |
846
-4
| -0.5% | -$1.48K | 0.12% | 93 |
|
|
2024
Q3 | $442K | Sell |
850
-112
| -12% | -$58.2K | 0.18% | 69 |
|
|
2024
Q2 | $521K | Buy |
962
+79
| +9% | +$42.8K | 0.22% | 55 |
|
|
2024
Q1 | $458K | Buy |
883
+127
| +17% | +$65.9K | 0.21% | 60 |
|
|
2023
Q4 | $356K | Buy |
756
+136
| +22% | +$64.1K | 0.17% | 68 |
|
|
2023
Q3 | $270K | Hold |
620
| – | – | 0.14% | 83 |
|
|
2023
Q2 | $275K | Sell |
620
-278
| -31% | -$124K | 0.15% | 81 |
|
|
2023
Q1 | $413K | Hold |
898
| – | – | 0.22% | 58 |
|
|
2022
Q4 | $461K | Sell |
898
-5
| -0.6% | -$2.57K | 0.27% | 50 |
|
|
2022
Q3 | $410K | Buy |
903
+112
| +14% | +$50.9K | 0.25% | 47 |
|
|
2022
Q2 | $382K | Buy |
791
+25
| +3% | +$12.1K | 0.23% | 49 |
|
|
2022
Q1 | $376K | Buy |
766
+272
| +55% | +$134K | 0.18% | 60 |
|
|
2021
Q4 | $229K | Buy |
+494
| New | +$229K | 0.11% | 71 |
|