Congress Wealth Management’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 | – | Sell |
-2,475
| Closed | -$1.08M | – | 1189 |
|
|
2025
Q1 | $1.08M | Sell |
2,475
-150
| -6% | -$65.2K | 0.01% | 619 |
|
|
2024
Q4 | $969K | Buy |
2,625
+476
| +22% | +$176K | 0.01% | 524 |
|
|
2024
Q3 | $1.12M | Buy |
2,149
+443
| +26% | +$230K | 0.01% | 500 |
|
|
2024
Q2 | $925K | Sell |
1,706
-107
| -6% | -$58K | 0.01% | 439 |
|
|
2024
Q1 | $941K | Sell |
1,813
-260
| -13% | -$135K | 0.02% | 381 |
|
|
2023
Q4 | $978K | Buy |
2,073
+359
| +21% | +$169K | 0.02% | 394 |
|
|
2023
Q3 | $746K | Buy |
1,714
+8
| +0.5% | +$3.48K | 0.02% | 405 |
|
|
2023
Q2 | $758K | Buy |
1,706
+18
| +1% | +$8K | 0.02% | 369 |
|
|
2023
Q1 | $777K | Sell |
1,688
-230
| -12% | -$106K | 0.02% | 371 |
|
|
2022
Q4 | $984K | Buy |
1,918
+914
| +91% | +$469K | 0.03% | 339 |
|
|
2022
Q3 | $456K | Sell |
1,004
-1
| -0.1% | -$454 | 0.01% | 419 |
|
|
2022
Q2 | $485K | Sell |
1,005
-27
| -3% | -$13K | 0.01% | 413 |
|
|
2022
Q1 | $507K | Buy |
1,032
+44
| +4% | +$21.6K | 0.01% | 443 |
|
|
2021
Q4 | $458K | Buy |
+988
| New | +$458K | 0.01% | 475 |
|