Daymark Wealth Partners’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 | $468K | Sell |
1,203
-389
| -24% | -$151K | 0.02% | 364 |
|
|
2025
Q1 | $693K | Sell |
1,592
-350
| -18% | -$152K | 0.03% | 293 |
|
|
2024
Q4 | $716K | Sell |
1,942
-208
| -10% | -$76.7K | 0.03% | 280 |
|
|
2024
Q3 | $1.12M | Buy |
2,150
+30
| +1% | +$15.6K | 0.05% | 232 |
|
|
2024
Q2 | $1.15M | Buy |
2,120
+64
| +3% | +$34.7K | 0.05% | 218 |
|
|
2024
Q1 | $1.07M | Sell |
2,056
-324
| -14% | -$168K | 0.06% | 192 |
|
|
2023
Q4 | $1.12M | Sell |
2,380
-9
| -0.4% | -$4.25K | 0.07% | 175 |
|
|
2023
Q3 | $1.04M | Buy |
2,389
+70
| +3% | +$30.5K | 0.07% | 167 |
|
|
2023
Q2 | $1.03M | Buy |
2,319
+39
| +2% | +$17.3K | 0.08% | 166 |
|
|
2023
Q1 | $1.05M | Buy |
2,280
+55
| +2% | +$25.3K | 0.14% | 123 |
|
|
2022
Q4 | $1.14M | Buy |
+2,225
| New | +$1.14M | 0.2% | 86 |
|