Court Place 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 | $234K | Sell |
601
-16
| -3% | -$6.22K | 0.07% | 135 |
|
2025
Q1 | $268K | Sell |
617
-50
| -7% | -$21.7K | 0.09% | 128 |
|
2024
Q4 | $246K | Hold |
667
| – | – | 0.08% | 133 |
|
2024
Q3 | $347K | Hold |
667
| – | – | 0.1% | 124 |
|
2024
Q2 | $361K | Hold |
667
| – | – | 0.11% | 119 |
|
2024
Q1 | $346K | Hold |
667
| – | – | 0.11% | 119 |
|
2023
Q4 | $315K | Hold |
667
| – | – | 0.1% | 126 |
|
2023
Q3 | $290K | Hold |
667
| – | – | 0.1% | 126 |
|
2023
Q2 | $296K | Hold |
667
| – | – | 0.1% | 130 |
|
2023
Q1 | $307K | Hold |
667
| – | – | 0.11% | 129 |
|
2022
Q4 | $342K | Hold |
667
| – | – | 0.12% | 123 |
|
2022
Q3 | $303K | Hold |
667
| – | – | 0.12% | 125 |
|
2022
Q2 | $322K | Hold |
667
| – | – | 0.12% | 127 |
|
2022
Q1 | $328K | Hold |
667
| – | – | 0.11% | 137 |
|
2021
Q4 | $309K | Hold |
667
| – | – | 0.09% | 152 |
|
2021
Q3 | $249K | Hold |
667
| – | – | 0.07% | 160 |
|
2021
Q2 | $255K | Hold |
667
| – | – | 0.07% | 164 |
|
2021
Q1 | $239K | Hold |
667
| – | – | 0.07% | 165 |
|
2020
Q4 | $214K | Buy |
+667
| New | +$214K | 0.07% | 162 |
|
2020
Q1 | – | Sell |
-676
| Closed | -$204K | – | 166 |
|
2019
Q4 | $204K | Buy |
+676
| New | +$204K | 0.07% | 175 |
|