CVA Family Office’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 | $242K | Buy |
621
+59
| +10% | +$22.9K | 0.03% | 261 |
|
2025
Q1 | $244K | Buy |
562
+122
| +28% | +$53.1K | 0.04% | 251 |
|
2024
Q4 | $162K | Sell |
440
-146
| -25% | -$53.9K | 0.03% | 301 |
|
2024
Q3 | $305K | Sell |
586
-16
| -3% | -$8.32K | 0.05% | 197 |
|
2024
Q2 | $326K | Buy |
602
+24
| +4% | +$13K | 0.06% | 181 |
|
2024
Q1 | $300K | Buy |
578
+1
| +0.2% | +$519 | 0.05% | 192 |
|
2023
Q4 | $272K | Buy |
577
+20
| +4% | +$9.43K | 0.05% | 195 |
|
2023
Q3 | $243K | Buy |
557
+111
| +25% | +$48.3K | 0.06% | 192 |
|
2023
Q2 | $198K | Sell |
446
-73
| -14% | -$32.4K | 0.04% | 225 |
|
2023
Q1 | $239K | Buy |
519
+54
| +12% | +$24.8K | 0.05% | 195 |
|
2022
Q4 | $239K | Buy |
465
+10
| +2% | +$5.13K | 0.06% | 180 |
|
2022
Q3 | $207K | Buy |
455
+20
| +5% | +$9.1K | 0.06% | 170 |
|
2022
Q2 | $210K | Sell |
435
-75
| -15% | -$36.2K | 0.06% | 166 |
|
2022
Q1 | $251K | Buy |
510
+150
| +42% | +$73.8K | 0.06% | 155 |
|
2021
Q4 | $167K | Buy |
360
+285
| +380% | +$132K | 0.04% | 180 |
|
2021
Q3 | $20K | Sell |
75
-300
| -80% | -$80K | 0.01% | 257 |
|
2021
Q2 | $143K | Buy |
375
+90
| +32% | +$34.3K | 0.04% | 187 |
|
2021
Q1 | $102K | Buy |
285
+210
| +280% | +$75.2K | 0.04% | 176 |
|
2020
Q4 | $24K | Hold |
75
| – | – | 0.01% | 256 |
|
2020
Q3 | $20K | Hold |
75
| – | – | 0.01% | 257 |
|
2020
Q2 | $20K | Hold |
75
| – | – | 0.02% | 221 |
|
2020
Q1 | $17K | Buy |
+75
| New | +$17K | 0.02% | 208 |
|