Crewe 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 | $8.56K | Sell |
22
-3
| -12% | -$1.17K | ﹤0.01% | 477 |
|
|
2025
Q1 | $10.9K | Buy |
25
+3
| +14% | +$1.31K | ﹤0.01% | 421 |
|
|
2024
Q4 | $8.12K | Sell |
22
-13
| -37% | -$4.8K | ﹤0.01% | 444 |
|
|
2024
Q3 | $18.2K | Hold |
35
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $19K | Sell |
35
-43
| -55% | -$23.3K | ﹤0.01% | 561 |
|
|
2024
Q1 | $40.4K | Buy |
+78
| New | +$40.4K | ﹤0.01% | 392 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$1.33K | – | 686 |
|
|
2023
Q2 | $1.33K | Sell |
3
-28
| -90% | -$12.4K | ﹤0.01% | 558 |
|
|
2023
Q1 | $14.3K | Sell |
31
-17
| -35% | -$7.82K | ﹤0.01% | 491 |
|
|
2022
Q4 | $24.6K | Sell |
48
-47
| -49% | -$24.1K | ﹤0.01% | 384 |
|
|
2022
Q3 | $43K | Buy |
95
+20
| +27% | +$9.05K | 0.01% | 331 |
|
|
2022
Q2 | $36K | Buy |
+75
| New | +$36K | 0.01% | 333 |
|
|
2021
Q3 | – | Sell |
-34
| Closed | -$13K | – | 415 |
|
|
2021
Q2 | $13K | Hold |
34
| – | – | ﹤0.01% | 254 |
|
|
2021
Q1 | $12K | Hold |
34
| – | – | ﹤0.01% | 262 |
|
|
2020
Q4 | $11K | Sell |
34
-17
| -33% | -$5.5K | ﹤0.01% | 246 |
|
|
2020
Q3 | $14K | Buy |
+51
| New | +$14K | 0.01% | 211 |
|