Cypress Wealth Services’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 | $362K | Sell |
931
-38
| -4% | -$14.8K | 0.06% | 204 |
|
|
2025
Q1 | $421K | Buy |
969
+173
| +22% | +$75.2K | 0.09% | 169 |
|
|
2024
Q4 | $294K | Buy |
796
+117
| +17% | +$43.2K | 0.06% | 208 |
|
|
2024
Q3 | $353K | Buy |
679
+23
| +4% | +$12K | 0.07% | 193 |
|
|
2024
Q2 | $356K | Buy |
656
+64
| +11% | +$34.7K | 0.08% | 177 |
|
|
2024
Q1 | $307K | Buy |
592
+22
| +4% | +$11.4K | 0.07% | 194 |
|
|
2023
Q4 | $269K | Buy |
570
+31
| +6% | +$14.6K | 0.07% | 196 |
|
|
2023
Q3 | $235K | Buy |
+539
| New | +$235K | 0.07% | 209 |
|
|
2022
Q3 | – | Sell |
-444
| Closed | -$214K | – | 232 |
|
|
2022
Q2 | $214K | Buy |
444
+7
| +2% | +$3.37K | 0.07% | 208 |
|
|
2022
Q1 | $215K | Buy |
+437
| New | +$215K | 0.06% | 221 |
|