Copperleaf Capital’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 | $1.54M | Buy |
3,962
+90
| +2% | +$35K | 0.78% | 35 |
|
|
2025
Q1 | $1.68M | Buy |
3,872
+1,633
| +73% | +$710K | 1.01% | 27 |
|
|
2024
Q4 | $826K | Sell |
2,239
-485
| -18% | -$179K | 0.52% | 53 |
|
|
2024
Q3 | $1.42M | Sell |
2,724
-49
| -2% | -$25.5K | 1.08% | 30 |
|
|
2024
Q2 | $1.5M | Buy |
2,773
+151
| +6% | +$81.8K | 1.2% | 28 |
|
|
2024
Q1 | $1.36M | Buy |
2,622
+111
| +4% | +$57.6K | 1.18% | 28 |
|
|
2023
Q4 | $1.18M | Sell |
2,511
-85
| -3% | -$40.1K | 1.21% | 27 |
|
|
2023
Q3 | $1.13M | Sell |
2,596
-35
| -1% | -$15.2K | 1.22% | 25 |
|
|
2023
Q2 | $1.17M | Sell |
2,631
-606
| -19% | -$269K | 1.1% | 29 |
|
|
2023
Q1 | $1.49M | Sell |
3,237
-19
| -0.6% | -$8.74K | 1.48% | 22 |
|
|
2022
Q4 | $1.67M | Buy |
3,256
+81
| +3% | +$41.6K | 1.92% | 17 |
|
|
2022
Q3 | $1.44M | Buy |
3,175
+182
| +6% | +$82.7K | 1.56% | 18 |
|
|
2022
Q2 | $1.44M | Buy |
2,993
+53
| +2% | +$25.6K | 1.46% | 24 |
|
|
2022
Q1 | $1.44M | Buy |
2,940
+31
| +1% | +$15.2K | 1.28% | 27 |
|
|
2021
Q4 | $1.35M | Sell |
2,909
-298
| -9% | -$138K | 1.16% | 28 |
|
|
2021
Q3 | $1.2M | Buy |
3,207
+66
| +2% | +$24.6K | 1.15% | 31 |
|
|
2021
Q2 | $1.2M | Sell |
3,141
-82
| -3% | -$31.3K | 1.17% | 29 |
|
|
2021
Q1 | $1.16M | Buy |
3,223
+181
| +6% | +$65K | 1.23% | 26 |
|
|
2020
Q4 | $977K | Sell |
3,042
-303
| -9% | -$97.3K | 0.83% | 37 |
|
|
2020
Q3 | $898K | Sell |
3,345
-28
| -0.8% | -$7.52K | 0.86% | 39 |
|
|
2020
Q2 | $887K | Sell |
3,373
-104
| -3% | -$27.3K | 0.92% | 36 |
|
|
2020
Q1 | $789K | Sell |
3,477
-406
| -10% | -$92.1K | 0.95% | 31 |
|
|
2019
Q4 | $1.17M | Buy |
+3,883
| New | +$1.17M | 1.19% | 27 |
|