Dakota Wealth Management’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 | $304K | Buy |
781
+190
| +32% | +$73.9K | 0.01% | 615 |
|
|
2025
Q1 | $257K | Buy |
+591
| New | +$257K | 0.01% | 652 |
|
|
2024
Q4 | – | Sell |
-1,068
| Closed | -$555K | – | 762 |
|
|
2024
Q3 | $555K | Buy |
1,068
+122
| +13% | +$63.4K | 0.01% | 482 |
|
|
2024
Q2 | $513K | Buy |
946
+16
| +2% | +$8.67K | 0.01% | 500 |
|
|
2024
Q1 | $482K | Buy |
930
+306
| +49% | +$159K | 0.01% | 506 |
|
|
2023
Q4 | $294K | Sell |
624
-29
| -4% | -$13.7K | 0.01% | 522 |
|
|
2023
Q3 | $284K | Sell |
653
-208
| -24% | -$90.6K | 0.01% | 500 |
|
|
2023
Q2 | $383K | Sell |
861
-6
| -0.7% | -$2.67K | 0.02% | 431 |
|
|
2023
Q1 | $399K | Buy |
867
+150
| +21% | +$69K | 0.03% | 405 |
|
|
2022
Q4 | $368K | Buy |
717
+271
| +61% | +$139K | 0.03% | 407 |
|
|
2022
Q3 | $203K | Buy |
+446
| New | +$203K | 0.02% | 498 |
|