Concurrent 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 | $731K | Sell |
1,880
-309
| -14% | -$120K | 0.01% | 701 |
|
|
2025
Q1 | $952K | Buy |
2,189
+735
| +51% | +$320K | 0.02% | 555 |
|
|
2024
Q4 | $536K | Sell |
1,454
-21
| -1% | -$7.75K | 0.01% | 643 |
|
|
2024
Q3 | $767K | Sell |
1,475
-61
| -4% | -$31.7K | 0.02% | 521 |
|
|
2024
Q2 | $832K | Buy |
1,536
+211
| +16% | +$114K | 0.03% | 471 |
|
|
2024
Q1 | $687K | Sell |
1,325
-10
| -0.7% | -$5.18K | 0.03% | 461 |
|
|
2023
Q4 | $629K | Buy |
+1,335
| New | +$629K | 0.03% | 434 |
|