Corient Private Wealth’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 | $28.3M | Sell |
72,840
-2,594
| -3% | -$1.01M | 0.03% | 365 |
|
|
2025
Q1 | $32.8M | Buy |
75,434
+3,932
| +5% | +$1.71M | 0.05% | 298 |
|
|
2024
Q4 | $26.4M | Sell |
71,502
-9,935
| -12% | -$3.67M | 0.04% | 339 |
|
|
2024
Q3 | $42.3M | Sell |
81,437
-1,812
| -2% | -$942K | 0.07% | 264 |
|
|
2024
Q2 | $45.1M | Buy |
83,249
+3,605
| +5% | +$1.95M | 0.08% | 239 |
|
|
2024
Q1 | $41.3M | Sell |
79,644
-280
| -0.4% | -$145K | 0.07% | 257 |
|
|
2023
Q4 | $37.7M | Sell |
79,924
-111
| -0.1% | -$52.3K | 0.07% | 268 |
|
|
2023
Q3 | $34.9M | Buy |
80,035
+173
| +0.2% | +$75.3K | 0.08% | 256 |
|
|
2023
Q2 | $35.5M | Sell |
79,862
-4,520
| -5% | -$2.01M | 0.08% | 244 |
|
|
2023
Q1 | $38.8M | Buy |
84,382
+3,458
| +4% | +$1.59M | 0.1% | 192 |
|
|
2022
Q4 | $41.5M | Buy |
+80,924
| New | +$41.5M | 0.15% | 156 |
|