CreativeOne 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 | $585K | Buy |
1,503
+175
| +13% | +$68.1K | 0.02% | 684 |
|
|
2025
Q1 | $578K | Buy |
1,328
+79
| +6% | +$34.4K | 0.02% | 644 |
|
|
2024
Q4 | $461K | Buy |
1,249
+157
| +14% | +$57.9K | 0.01% | 717 |
|
|
2024
Q3 | $568K | Sell |
1,092
-144
| -12% | -$74.9K | 0.02% | 582 |
|
|
2024
Q2 | $670K | Buy |
1,236
+124
| +11% | +$67.2K | 0.03% | 413 |
|
|
2024
Q1 | $577K | Buy |
1,112
+326
| +41% | +$169K | 0.02% | 525 |
|
|
2023
Q4 | $371K | Buy |
786
+285
| +57% | +$135K | 0.02% | 439 |
|
|
2023
Q3 | $218K | Sell |
501
-156
| -24% | -$67.9K | 0.02% | 511 |
|
|
2023
Q2 | $292K | Sell |
657
-1,427
| -68% | -$634K | 0.01% | 660 |
|
|
2023
Q1 | $958K | Sell |
2,084
-134
| -6% | -$61.6K | 0.05% | 315 |
|
|
2022
Q4 | $1.14M | Buy |
2,218
+4
| +0.2% | +$2.05K | 0.06% | 263 |
|
|
2022
Q3 | $1.01M | Buy |
2,214
+1,621
| +273% | +$737K | 0.06% | 256 |
|
|
2022
Q2 | $286K | Buy |
593
+116
| +24% | +$55.9K | 0.02% | 576 |
|
|
2022
Q1 | $234K | Buy |
+477
| New | +$234K | 0.01% | 660 |
|