D.J. St. Germain’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 | $567K | Buy |
1,458
+608
| +72% | +$236K | 0.02% | 202 |
|
2025
Q1 | $370K | Sell |
850
-472
| -36% | -$205K | 0.02% | 223 |
|
2024
Q4 | $488K | Buy |
1,322
+476
| +56% | +$176K | 0.02% | 215 |
|
2024
Q3 | $440K | Hold |
846
| – | – | 0.02% | 212 |
|
2024
Q2 | $458K | Sell |
846
-53
| -6% | -$28.7K | 0.02% | 207 |
|
2024
Q1 | $466K | Hold |
899
| – | – | 0.02% | 203 |
|
2023
Q4 | $424K | Buy |
899
+14
| +2% | +$6.6K | 0.02% | 204 |
|
2023
Q3 | $385K | Sell |
885
-159
| -15% | -$69.2K | 0.02% | 207 |
|
2023
Q2 | $464K | Buy |
+1,044
| New | +$464K | 0.02% | 191 |
|
2022
Q4 | $113K | Buy |
922
+378
| +69% | +$46.2K | 0.04% | 117 |
|
2022
Q3 | $263K | Hold |
544
| – | – | 0.02% | 203 |
|
2022
Q2 | $263K | Hold |
544
| – | – | 0.02% | 203 |
|
2022
Q1 | $267K | Hold |
544
| – | – | 0.02% | 213 |
|
2021
Q4 | $252K | Hold |
544
| – | – | 0.01% | 225 |
|
2021
Q3 | $203K | Hold |
544
| – | – | 0.01% | 233 |
|
2021
Q2 | $208K | Buy |
+544
| New | +$208K | 0.01% | 232 |
|